Global Retirement Partners
PSXP

Global Retirement Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Global Retirement Partners’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
2019
Q2 		– Sell
-899
Closed -$47K – 1770
2019
Q1 		$47K Buy
+899
New +$45.1K 0.01% 564
2017
Q2 		– Sell
-800
Closed -$41K – 1202
2017
Q1 		$41K Buy
+800
New +$42.7K 0.02% 412

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Global Retirement Partners's PSXP Position: Q2 2019 in Review

Global Retirement Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 899 shares — an estimated $47K sold.

Global Retirement Partners first reported a position in PSXP in Q1 2017 and held it in 2 quarters. The position peaked at $47K in Q1 2019. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

  • Global Retirement Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
  • Global Retirement Partners sold 899 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $47K.
  • Global Retirement Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2017 and held it in 2 quarters.
  • Global Retirement Partners's PHILLIPS 66 PARTNERS LP position peaked at $47K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Global Retirement Partners's 13F filing for Q2 2019, filed 19 Nov 2019.