Icon Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Icon Wealth 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 Q4	–	Sell	-6,849	Closed	-$388K	–	185
2019 Q3	$388K	Sell	6,849 -711	-9%	-$38.1K	0.13%	87
2019 Q2	$373K	Buy	7,560 +583	+8%	+$29.2K	0.13%	89
2019 Q1	$365K	Buy	6,977 +397	+6%	+$19.9K	0.14%	90
2018 Q4	$277K	Sell	6,580 -1,221	-16%	-$59.2K	0.13%	108
2018 Q3	$399K	Buy	7,801 +560	+8%	+$29.2K	0.17%	99
2018 Q2	$370K	Buy	7,241 +353	+5%	+$17.9K	0.16%	100
2018 Q1	$329K	Buy	6,888 +970	+16%	+$49.8K	0.18%	120
2017 Q4	$310K	Buy	+5,918	New	+$295K	0.15%	135

Other funds holding PSXP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return