NFG
PSXP

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

Next Financial 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 		$23K Buy
645
+496
+333% +$18.5K ﹤0.01% 1835
2021
Q3 		$5K Sell
149
-283
-66% -$10.3K ﹤0.01% 2292
2021
Q2 		$17K Buy
432
+32
+8% +$1.18K ﹤0.01% 1824
2021
Q1 		$13K Buy
+400
New +$11.3K ﹤0.01% 1815

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Next Financial Group's PSXP Position: Q4 2021 in Review

Next Financial Group increased its PHILLIPS 66 PARTNERS LP (PSXP) stake by 333% in Q4 2021, buying an estimated $18.5K and bringing the position to 645 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Next Financial Group first reported a position in PSXP in Q1 2021 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Next Financial Group held 645 shares of PHILLIPS 66 PARTNERS LP worth $23K as of Q4 2021.
  • Next Financial Group bought 496 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $18.5K.
  • PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1835 holding.
  • Next Financial Group first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2021 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.