Orion Portfolio Solutions
PSXP

Orion Portfolio Solutions’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-332
Closed -$20K – 2525
2019
Q4 		$20K Buy
+332
New +$18.7K ﹤0.01% 781

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brookfield Public Securities Group
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Orion Portfolio Solutions's PSXP Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2020, closing a stake of 332 shares — an estimated $20K sold.

Orion Portfolio Solutions first reported a position in PSXP in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 166 funds tracked by Wall St. Rank hold PSXP as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 332 PHILLIPS 66 PARTNERS LP shares in Q1 2020, an estimated $20K.
  • Orion Portfolio Solutions first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's PHILLIPS 66 PARTNERS LP position peaked at $20K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.