HC Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

HC Financial Advisors’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 Q2	–	Sell	-500	Closed	-$16K	–	376
2021 Q1	$16K	Hold	500	–	–	0.01%	212
2020 Q4	$13K	Hold	500	–	–	0.01%	245
2020 Q3	$12K	Hold	500	–	–	0.01%	242
2020 Q2	$18K	Hold	500	–	–	0.01%	181
2020 Q1	$18K	Buy	+500	New	+$26.5K	0.02%	186

Other funds holding PSXP

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

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

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

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

CCM

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

KACA

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

HC Financial Advisors's PSXP Position: Q2 2021 in Review

HC Financial Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2021, closing a stake of 500 shares — an estimated $16K sold.

HC Financial Advisors first reported a position in PSXP in Q1 2020 and held it in 5 quarters. The position peaked at $18K in Q2 2020. 165 funds tracked by Wall St. Rank hold PSXP as of Q2 2021.

HC Financial Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2021 after selling out during the quarter.
HC Financial Advisors sold 500 PHILLIPS 66 PARTNERS LP shares in Q2 2021, an estimated $16K.
HC Financial Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2020 and held it in 5 quarters.
HC Financial Advisors's PHILLIPS 66 PARTNERS LP position peaked at $18K in Q2 2020.
165 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.