LVW Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

LVW 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
2020 Q3	–	Sell	-9,700	Closed	-$350K	–	233
2020 Q2	$350K	Sell	9,700 -3,405	-26%	-$142K	0.08%	126
2020 Q1	$477K	Buy	13,105 +3,322	+34%	+$176K	0.13%	90
2019 Q4	$603K	Buy	9,783 +178	+2%	+$10K	0.14%	93
2019 Q3	$544K	Sell	9,605 -2,600	-21%	-$139K	0.13%	95
2019 Q2	$602K	Buy	+12,205	New	+$611K	0.17%	82
2019 Q1	–	Hold	0	–	–	–	75
2018 Q4	–	Hold	0	–	–	–	66
2018 Q3	–	Hold	0	–	–	–	70
2018 Q2	–	Hold	0	–	–	–	73
2018 Q1	–	Hold	0	–	–	–	78
2017 Q4	–	Hold	0	–	–	–	73
2017 Q3	–	Sell	-16,485	Closed	-$804K	–	55
2017 Q2	$815K	Buy	+16,485	New	+$835K	0.29%	50
2017 Q1	–	Hold	0	–	–	–	47
2016 Q4	–	Hold	0	–	–	–	40
2016 Q3	–	Sell	-48,408	Closed	-$2.46M	–	33
2016 Q2	$2.71M	Sell	48,408 -12,050	-20%	-$676K	1.02%	26
2016 Q1	$3.78M	Buy	+60,458	New	+$3.52M	1.21%	15
2015 Q4	–	Hold	0	–	–	–	21
2015 Q3	–	Hold	0	–	–	–	29
2015 Q2	–	Hold	0	–	–	–	16
2015 Q1	–	Hold	0	–	–	–	21
2014 Q4	–	Hold	0	–	–	–	21

Other funds holding PSXP

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

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

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

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

JP Morgan Chase

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

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

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

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

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return