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 23.41% 1-Year Est. Return

TCA

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

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

CCM

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

LVW Advisors's PSXP Position: Q3 2020 in Review

LVW Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2020, closing a stake of 9,700 shares — an estimated $350K sold.

LVW Advisors first reported a position in PSXP in Q1 2016 and held it in 8 quarters. The position peaked at $3.78M in Q1 2016. 147 funds tracked by Wall St. Rank hold PSXP as of Q3 2020.

LVW Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2020 after selling out during the quarter.
LVW Advisors sold 9,700 PHILLIPS 66 PARTNERS LP shares in Q3 2020, an estimated $350K.
LVW Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2016 and held it in 8 quarters.
LVW Advisors's PHILLIPS 66 PARTNERS LP position peaked at $3.78M in Q1 2016.
147 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2020.

Based on LVW Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.