Fieldpoint Private Securities’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Fieldpoint Private Securities’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
2021 Q4	–	Sell	-367	Closed	-$13K	–	1777
2021 Q3	$13K	Hold	367	–	–	﹤0.01%	976
2021 Q2	$13K	Buy	367 +176	+92%	+$6.51K	﹤0.01%	953
2021 Q1	$6K	Hold	191	–	–	﹤0.01%	1174
2020 Q4	$5K	Buy	+191	New	+$4.97K	﹤0.01%	1151
2020 Q1	–	Sell	-125	Closed	-$8K	–	633
2019 Q4	$8K	Sell	125 -69	-36%	-$3.89K	﹤0.01%	595
2019 Q3	$11K	Sell	194 -180	-48%	-$9.65K	﹤0.01%	575
2019 Q2	$18K	Buy	+374	New	+$18.7K	0.01%	550
2017 Q4	–	Sell	-378	Closed	-$20K	–	625
2017 Q3	$20K	Buy	+378	New	+$18.4K	0.01%	525

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fieldpoint Private Securities's PSXP Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 367 shares — an estimated $13K sold.

Fieldpoint Private Securities first reported a position in PSXP in Q3 2017 and held it in 8 quarters. The position peaked at $20K in Q3 2017. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

Fieldpoint Private Securities reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
Fieldpoint Private Securities sold 367 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $13K.
Fieldpoint Private Securities first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2017 and held it in 8 quarters.
Fieldpoint Private Securities's PHILLIPS 66 PARTNERS LP position peaked at $20K in Q3 2017.
159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.