FA
PSXP

FDx Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

FDx Advisors’s Portfolio PSXP Stock Details PSXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,540
Closed -$200K – 667
2019
Q3 		$200K Sell
3,540
-681
-16% -$36.5K 0.01% 605
2019
Q2 		$208K Buy
+4,221
New +$211K 0.01% 762
2018
Q2 		– Sell
-4,294
Closed -$205K – 1197
2018
Q1 		$205K Sell
4,294
-941
-18% -$48.3K 0.01% 1113
2017
Q4 		$274K Sell
5,235
-1,016
-16% -$50.6K 0.01% 1082
2017
Q3 		$329K Sell
6,251
-153
-2% -$7.46K 0.01% 1005
2017
Q2 		$316K Buy
6,404
+876
+16% +$44.4K 0.01% 960
2017
Q1 		$284K Buy
+5,528
New +$295K 0.01% 992

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

FDx Advisors's PSXP Position: Q4 2019 in Review

FDx Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 3,540 shares — an estimated $200K sold.

FDx Advisors first reported a position in PSXP in Q1 2017 and held it in 7 quarters. The position peaked at $329K in Q3 2017. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • FDx Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
  • FDx Advisors sold 3,540 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $200K.
  • FDx Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2017 and held it in 7 quarters.
  • FDx Advisors's PHILLIPS 66 PARTNERS LP position peaked at $329K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on FDx Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.