HFP
PSXP

Holistic Financial Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Holistic Financial 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
-5,600
Closed -$293K – 111
2019
Q1 		$293K Buy
+5,600
New +$281K 0.12% 84

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $786B AUM 40.34% 1-Year Est. Return
BC
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

Holistic Financial Partners's PSXP Position: Q2 2019 in Review

Holistic Financial Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 5,600 shares — an estimated $293K sold.

Holistic Financial Partners first reported a position in PSXP in Q1 2019 and held it in 1 quarter. The position peaked at $293K in Q1 2019. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

  • Holistic Financial Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 5,600 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $293K.
  • Holistic Financial Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's PHILLIPS 66 PARTNERS LP position peaked at $293K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.