MAI Capital Management
PSXP

MAI Capital Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

MAI Capital Management’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
Q4 		– Sell
-1,000
Closed -$24K – 710
2020
Q3 		$24K Buy
+1,000
New +$27.6K ﹤0.01% 586

Other funds holding PSXP

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MAI Capital Management's PSXP Position: Q3 2021 in Review

MAI Capital Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 5,453 shares — an estimated $215K sold.

MAI Capital Management first reported a position in PSXP in Q3 2015 and held it in 24 quarters. The position peaked at $4.61M in Q3 2015. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

  • MAI Capital Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
  • MAI Capital Management sold 5,453 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $215K.
  • MAI Capital Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2015 and held it in 24 quarters.
  • MAI Capital Management's PHILLIPS 66 PARTNERS LP position peaked at $4.61M in Q3 2015.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on MAI Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.