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

Lenox 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
2021 Q4	–	Sell	-441	Closed	-$16K	–	1030
2021 Q3	$16K	Hold	441	–	–	﹤0.01%	408
2021 Q2	$17K	Hold	441	–	–	﹤0.01%	399
2021 Q1	$14K	Hold	441	–	–	﹤0.01%	367
2020 Q4	$12K	Hold	441	–	–	﹤0.01%	403
2020 Q3	$10K	Hold	441	–	–	﹤0.01%	377
2020 Q2	$16K	Hold	441	–	–	﹤0.01%	331
2020 Q1	$16K	Hold	441	–	–	﹤0.01%	300
2019 Q4	$27K	Hold	441	–	–	﹤0.01%	290
2019 Q3	$25K	Buy	+441	New	+$23.6K	﹤0.01%	263

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FRGX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lenox Wealth Advisors's PSXP Position: Q4 2021 in Review

Lenox Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 441 shares — an estimated $16K sold.

Lenox Wealth Advisors first reported a position in PSXP in Q3 2019 and held it in 9 quarters. The position peaked at $27K in Q4 2019. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

Lenox Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 441 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $16K.
Lenox Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2019 and held it in 9 quarters.
Lenox Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $27K in Q4 2019.
159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Lenox Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.