HWA
PSXP

Heritage Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Heritage Wealth 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
2019
Q3 		– Sell
-92
Closed -$4.54K – 482
2019
Q2 		$4.54K Hold
92
– – ﹤0.01% 419
2019
Q1 		$4.82K Buy
+92
New +$4.61K ﹤0.01% 388
2014
Q1 		– Sell
-7,332
Closed -$279K – 69
2013
Q4 		$279K Buy
+7,332
New +$242K 0.35% 52

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Heritage Wealth Advisors's PSXP Position: Q3 2019 in Review

Heritage Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 92 shares — an estimated $4.54K sold.

Heritage Wealth Advisors first reported a position in PSXP in Q4 2013 and held it in 3 quarters. The position peaked at $279K in Q4 2013. 183 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • Heritage Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 92 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $4.54K.
  • Heritage Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2013 and held it in 3 quarters.
  • Heritage Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $279K in Q4 2013.
  • 183 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on Heritage Wealth Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.