MWM
PSXP

Minot Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Minot Wealth 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
2021
Q2 		– Sell
-7,000
Closed -$222K – 233
2021
Q1 		$222K Buy
+7,000
New +$198K 0.06% 169

Other funds holding PSXP

ALPS Advisors
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Minot Wealth Management's PSXP Position: Q2 2021 in Review

Minot Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2021, closing a stake of 7,000 shares — an estimated $222K sold.

Minot Wealth Management first reported a position in PSXP in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 165 funds tracked by Wall St. Rank hold PSXP as of Q2 2021.

  • Minot Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2021 after selling out during the quarter.
  • Minot Wealth Management sold 7,000 PHILLIPS 66 PARTNERS LP shares in Q2 2021, an estimated $222K.
  • Minot Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2021 and held it in 1 quarter.
  • Minot Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $222K in Q1 2021.
  • 165 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2021.

Based on Minot Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.