FWM
PSXP

FFT Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

FFT Wealth Management’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
2017
Q3 		– Sell
-8,456
Closed -$418K – 87
2017
Q2 		$418K Hold
8,456
– – 0.13% 56
2017
Q1 		$434K Sell
8,456
-8,456
-50% -$451K 0.14% 55
2016
Q4 		$823K Buy
16,912
+8,456
+100% +$389K 0.19% 49
2016
Q3 		$404K Hold
8,456
– – 0.17% 48
2016
Q2 		$449K Hold
8,456
– – 0.18% 41
2016
Q1 		$529K Buy
8,456
+237
+3% +$13.8K 0.23% 34
2015
Q4 		$505K Buy
+8,219
New +$477K 0.41% 33

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
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

FFT Wealth Management's PSXP Position: Q3 2017 in Review

FFT Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2017, closing a stake of 8,456 shares — an estimated $418K sold.

FFT Wealth Management first reported a position in PSXP in Q4 2015 and held it in 7 quarters. The position peaked at $823K in Q4 2016. 145 funds tracked by Wall St. Rank hold PSXP as of Q3 2017.

  • FFT Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 8,456 PHILLIPS 66 PARTNERS LP shares in Q3 2017, an estimated $418K.
  • FFT Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 7 quarters.
  • FFT Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $823K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.