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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 57.61% 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 $5.1B AUM 17.16% 1-Year Est. Return

Level Four Advisory Services's PSXP Position: Q2 2021 in Review

Level Four Advisory Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2021, closing a stake of 6,995 shares — an estimated $222K sold.

Level Four Advisory Services first reported a position in PSXP in Q4 2017 and held it in 6 quarters. The position peaked at $351K in Q2 2018. 165 funds tracked by Wall St. Rank hold PSXP as of Q2 2021.

Level Four Advisory Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2021 after selling out during the quarter.
Level Four Advisory Services sold 6,995 PHILLIPS 66 PARTNERS LP shares in Q2 2021, an estimated $222K.
Level Four Advisory Services first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 6 quarters.
Level Four Advisory Services's PHILLIPS 66 PARTNERS LP position peaked at $351K in Q2 2018.
165 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2021.

Based on Level Four Advisory Services's 13F filing for Q2 2021, filed 9 Aug 2021.