LFAS
PSXP

Level Four Advisory Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Level Four Advisory Services’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
Q2 		– Sell
-6,995
Closed -$222K – 692
2021
Q1 		$222K Buy
+6,995
New +$198K 0.02% 583
2019
Q4 		– Sell
-3,616
Closed -$205K – 580
2019
Q3 		$205K Buy
+3,616
New +$194K 0.02% 477
2019
Q1 		– Sell
-6,756
Closed -$284K – 555
2018
Q4 		$284K Hold
6,756
– – 0.04% 413
2018
Q3 		$346K Sell
6,756
-92
-1% -$4.8K 0.04% 429
2018
Q2 		$351K Buy
+6,848
New +$347K 0.03% 441
2018
Q1 		– Sell
-5,626
Closed -$295K – 577
2017
Q4 		$295K Buy
+5,626
New +$280K 0.02% 458

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return