MWAC
PSXP

Mariner Wealth Advisors (Cincinnati)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018
Q3 		$307K Hold
6,000
– – 0.02% 243
2018
Q2 		$306K Hold
6,000
– – 0.02% 241
2018
Q1 		$287K Hold
6,000
– – 0.02% 236
2017
Q4 		$314K Buy
+6,000
New +$299K 0.02% 227

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s PSXP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its PHILLIPS 66 PARTNERS LP (PSXP) position steady in Q3 2018 at 6,000 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #243.

Mariner Wealth Advisors (Cincinnati) first reported a position in PSXP in Q4 2017 and has held it in 4 quarters since. The position peaked at $314K in Q4 2017. 159 funds tracked by Wall St. Rank hold PSXP as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 6,000 shares of PHILLIPS 66 PARTNERS LP worth $307K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) left its PHILLIPS 66 PARTNERS LP share count unchanged in Q3 2018.
  • PHILLIPS 66 PARTNERS LP made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #243 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and has held it in 4 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s PHILLIPS 66 PARTNERS LP position peaked at $314K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.