FCH
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 – 1295
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 		$322 Sell
8,948
-2,464
-22% -$102K ﹤0.01% 272
2020
Q1 		$416 Sell
11,412
-4,774
-29% -$253K 0.01% 273
2019
Q4 		$998 Sell
16,186
-7,333
-31% -$414K 0.02% 261
2019
Q3 		$1.33K Sell
23,519
-5,376
-19% -$288K 0.03% 217
2019
Q2 		$1.43K Sell
28,895
-55,659
-66% -$2.79M 0.04% 196
2019
Q1 		$4.43M Buy
84,554
+14,300
+20% +$717K 0.27% 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 0.31% 105
2018
Q2 		$5.5M Buy
107,642
+14,727
+16% +$746K 0.35% 105
2018
Q1 		$4.44M Buy
+92,915
New +$4.77M 0.3% 107

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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 $299B AUM 28.69% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return