FORA Capital’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

FORA Capital’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
2020 Q4	–	Sell	-5,035	Closed	-$116K	–	1216
2020 Q3	$116K	Buy	5,035 +2,761	+121%	+$76.1K	0.08%	272
2020 Q2	$82K	Buy	+2,274	New	+$94.6K	0.03%	546
2020 Q1	–	Sell	-4,878	Closed	-$301K	–	1470
2019 Q4	$301K	Buy	+4,878	New	+$275K	0.03%	522

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

FORA Capital's PSXP Position: Q4 2020 in Review

FORA Capital sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2020, closing a stake of 5,035 shares — an estimated $116K sold.

FORA Capital first reported a position in PSXP in Q4 2019 and held it in 3 quarters. The position peaked at $301K in Q4 2019. 156 funds tracked by Wall St. Rank hold PSXP as of Q4 2020.

FORA Capital reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2020 after selling out during the quarter.
FORA Capital sold 5,035 PHILLIPS 66 PARTNERS LP shares in Q4 2020, an estimated $116K.
FORA Capital first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 3 quarters.
FORA Capital's PHILLIPS 66 PARTNERS LP position peaked at $301K in Q4 2019.
156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2020.

Based on FORA Capital's 13F filing for Q4 2020, filed 12 Feb 2021.