Monetary Management Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Monetary Management Group’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 Q4	–	Sell	-3,000	Closed	-$108K	–	373
2021 Q3	$108K	Buy	3,000 +1,000	+50%	+$36.5K	0.03%	218
2021 Q2	$79K	Hold	2,000	–	–	0.02%	226
2021 Q1	$63K	Hold	2,000	–	–	0.02%	229
2020 Q4	$53K	Hold	2,000	–	–	0.02%	229
2020 Q3	$46K	Hold	2,000	–	–	0.02%	218
2020 Q2	$72K	Hold	2,000	–	–	0.03%	193
2020 Q1	$73K	Hold	2,000	–	–	0.03%	183
2019 Q4	$123K	Hold	2,000	–	–	0.05%	188
2019 Q3	$113K	Hold	2,000	–	–	0.04%	193
2019 Q2	$99K	Hold	2,000	–	–	0.04%	197
2019 Q1	$105K	Hold	2,000	–	–	0.04%	196
2018 Q4	$84K	Hold	2,000	–	–	0.04%	194
2018 Q3	$102K	Hold	2,000	–	–	0.04%	198
2018 Q2	$102K	Hold	2,000	–	–	0.04%	193
2018 Q1	$96K	Sell	2,000 -2,600	-57%	-$133K	0.04%	197
2017 Q4	$241K	Hold	4,600	–	–	0.1%	142
2017 Q3	$242K	Hold	4,600	–	–	0.1%	141
2017 Q2	$227K	Hold	4,600	–	–	0.09%	149
2017 Q1	$236K	Buy	4,600 +2,000	+77%	+$107K	0.1%	139
2016 Q4	$126K	Sell	2,600 -1,550	-37%	-$71.4K	0.06%	170
2016 Q3	$202K	Buy	4,150 +1,000	+32%	+$50.7K	0.09%	141
2016 Q2	$176K	Buy	+3,150	New	+$177K	0.08%	150

Other funds holding PSXP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FRGX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

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

CCM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Monetary Management Group's PSXP Position: Q4 2021 in Review

Monetary Management Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 3,000 shares — an estimated $108K sold.

Monetary Management Group first reported a position in PSXP in Q2 2016 and held it in 22 quarters. The position peaked at $242K in Q3 2017. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

Monetary Management Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
Monetary Management Group sold 3,000 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $108K.
Monetary Management Group first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and held it in 22 quarters.
Monetary Management Group's PHILLIPS 66 PARTNERS LP position peaked at $242K in Q3 2017.
159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Monetary Management Group's 13F filing for Q4 2021, filed 14 Feb 2022.