NFSG
PSXP

Newbridge Financial Services Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Newbridge Financial Services 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
Q3 		– Sell
-2,032
Closed -$80K – 1683
2021
Q2 		$80K Sell
2,032
-12
-0.6% -$444 0.05% 322
2021
Q1 		$65K Buy
+2,044
New +$57.9K 0.05% 342

Other funds holding PSXP

AA
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

Newbridge Financial Services Group's PSXP Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 2,032 shares — an estimated $80K sold.

Newbridge Financial Services Group first reported a position in PSXP in Q1 2021 and held it in 2 quarters. The position peaked at $80K in Q2 2021. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,032 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $80K.
  • Newbridge Financial Services Group first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's PHILLIPS 66 PARTNERS LP position peaked at $80K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.