OC
PSXP

Oppenheimer & Co’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Oppenheimer & Co’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
2014
Q4 		– Sell
-3,726
Closed -$249K – 1584
2014
Q3 		$249K Buy
3,726
+191
+5% +$13.4K 0.01% 1152
2014
Q2 		$267K Buy
+3,535
New +$212K 0.01% 1110

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Oppenheimer & Co's PSXP Position: Q4 2014 in Review

Oppenheimer & Co sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2014, closing a stake of 3,726 shares — an estimated $249K sold.

Oppenheimer & Co first reported a position in PSXP in Q2 2014 and held it in 2 quarters. The position peaked at $267K in Q2 2014. 83 funds tracked by Wall St. Rank hold PSXP as of Q4 2014.

  • Oppenheimer & Co reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2014 after selling out during the quarter.
  • Oppenheimer & Co sold 3,726 PHILLIPS 66 PARTNERS LP shares in Q4 2014, an estimated $249K.
  • Oppenheimer & Co first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2014 and held it in 2 quarters.
  • Oppenheimer & Co's PHILLIPS 66 PARTNERS LP position peaked at $267K in Q2 2014.
  • 83 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2014.

Based on Oppenheimer & Co's 13F filing for Q4 2014, filed 10 Feb 2015.