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 $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return