FANJ
PSXP

Financial Architects (New Jersey)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-530
Closed -$28K – 1688
2017
Q4 		$28K Buy
530
+40
+8% +$1.99K ﹤0.01% 882
2017
Q3 		$26K Buy
490
+90
+23% +$4.39K ﹤0.01% 905
2017
Q2 		$20K Buy
400
+150
+60% +$7.6K ﹤0.01% 964
2017
Q1 		$13K Buy
250
+130
+108% +$6.93K ﹤0.01% 1078
2016
Q4 		$6K Buy
+120
New +$5.53K ﹤0.01% 1141

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Energy Income Partners
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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Financial Architects (New Jersey)'s PSXP Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2018, closing a stake of 530 shares — an estimated $28K sold.

Financial Architects (New Jersey) first reported a position in PSXP in Q4 2016 and held it in 5 quarters. The position peaked at $28K in Q4 2017. 156 funds tracked by Wall St. Rank hold PSXP as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 530 PHILLIPS 66 PARTNERS LP shares in Q1 2018, an estimated $28K.
  • Financial Architects (New Jersey) first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2016 and held it in 5 quarters.
  • Financial Architects (New Jersey)'s PHILLIPS 66 PARTNERS LP position peaked at $28K in Q4 2017.
  • 156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.