IWP
PSXP

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

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Icon Wealth Partners's PSXP Position: Q4 2019 in Review

Icon Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 6,849 shares — an estimated $388K sold.

Icon Wealth Partners first reported a position in PSXP in Q4 2017 and held it in 8 quarters. The position peaked at $399K in Q3 2018. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

  • Icon Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 6,849 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $388K.
  • Icon Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 8 quarters.
  • Icon Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $399K in Q3 2018.
  • 193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Icon Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.