Mosaic Family Wealth’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-848	Closed	-$44K	–	698
2019 Q1	$44K	Hold	848	–	–	0.02%	331
2018 Q4	$36K	Hold	848	–	–	0.01%	347
2018 Q3	$40K	Sell	848 -321	-27%	-$16.8K	0.02%	348
2018 Q2	$60K	Hold	1,169	–	–	0.02%	287
2018 Q1	$56K	Hold	1,169	–	–	0.02%	294
2017 Q4	$61K	Sell	1,169 -305	-21%	-$15.2K	0.02%	299
2017 Q3	$77K	Hold	1,474	–	–	0.03%	290
2017 Q2	$73K	Hold	1,474	–	–	0.03%	280
2017 Q1	$76K	Hold	1,474	–	–	0.03%	278
2016 Q4	$72K	Hold	1,474	–	–	0.03%	286
2016 Q3	$72K	Sell	1,474 -638	-30%	-$32.4K	0.03%	290
2016 Q2	$118K	Hold	2,112	–	–	0.06%	222
2016 Q1	$132K	Hold	2,112	–	–	0.06%	190
2015 Q4	$129K	Buy	+2,112	New	+$123K	0.06%	188

Other funds holding PSXP

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

FRGX

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

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

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Mosaic Family Wealth's PSXP Position: Q2 2019 in Review

Mosaic Family Wealth sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 848 shares — an estimated $44K sold.

Mosaic Family Wealth first reported a position in PSXP in Q4 2015 and held it in 14 quarters. The position peaked at $132K in Q1 2016. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

Mosaic Family Wealth reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 848 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $44K.
Mosaic Family Wealth first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's PHILLIPS 66 PARTNERS LP position peaked at $132K in Q1 2016.
180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.