Freestone Capital Holdings
PSXP

Freestone Capital Holdings’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-1,160
Closed -$30.6K – 1291
2020
Q4 		$30.6K Sell
1,160
-6,825
-85% -$178K ﹤0.01% 660
2020
Q3 		$184K Sell
7,985
-963
-11% -$26.6K 0.01% 333
2020
Q2 		$322K Sell
8,948
-2,464
-22% -$102K ﹤0.01% 272
2020
Q1 		$416K Sell
11,412
-4,774
-29% -$253K 0.01% 273
2019
Q4 		$998K Sell
16,186
-7,333
-31% -$414K 0.02% 261
2019
Q3 		$1.33M Sell
23,519
-5,376
-19% -$288K 0.03% 217
2019
Q2 		$1.43M Sell
28,895
-55,659
-66% -$2.79M 0.04% 196
2019
Q1 		$4.43M Buy
84,554
+14,300
+20% +$717K 0.26% 107
2018
Q4 		$2.96M Sell
70,254
-29,600
-30% -$1.43M 0.2% 128
2018
Q3 		$5.11M Sell
99,854
-7,788
-7% -$406K 0.03% 105
2018
Q2 		$5.5M Buy
107,642
+14,727
+16% +$746K 0.03% 105
2018
Q1 		$4.44M Buy
+92,915
New +$4.77M 0.26% 107

Other funds holding PSXP

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
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freestone Capital Holdings's PSXP Position: Q1 2021 in Review

Freestone Capital Holdings sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 1,160 shares — an estimated $30.6K sold.

Freestone Capital Holdings first reported a position in PSXP in Q1 2018 and held it in 12 quarters. The position peaked at $5.5M in Q2 2018. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

  • Freestone Capital Holdings reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,160 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $30.6K.
  • Freestone Capital Holdings first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2018 and held it in 12 quarters.
  • Freestone Capital Holdings's PHILLIPS 66 PARTNERS LP position peaked at $5.5M in Q2 2018.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.