F
PSXP

FolioMetrix’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

FolioMetrix’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
2015
Q2 		– Sell
-1,460
Closed -$103K – 290
2015
Q1 		$103K Hold
1,460
– – 0.05% 203
2014
Q4 		$74K Buy
+1,460
New +$94.9K 0.05% 215

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FolioMetrix's PSXP Position: Q2 2015 in Review

FolioMetrix sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2015, closing a stake of 1,460 shares — an estimated $103K sold.

FolioMetrix first reported a position in PSXP in Q4 2014 and held it in 2 quarters. The position peaked at $103K in Q1 2015. 103 funds tracked by Wall St. Rank hold PSXP as of Q2 2015.

  • FolioMetrix reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2015 after selling out during the quarter.
  • FolioMetrix sold 1,460 PHILLIPS 66 PARTNERS LP shares in Q2 2015, an estimated $103K.
  • FolioMetrix first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2014 and held it in 2 quarters.
  • FolioMetrix's PHILLIPS 66 PARTNERS LP position peaked at $103K in Q1 2015.
  • 103 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.