PFO
PSXP

Pathstone Family Office’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-314
Closed -$8K – 1494
2020
Q4 		$8K Hold
314
– – ﹤0.01% 913
2020
Q3 		$7K Buy
+314
New +$8.66K ﹤0.01% 641
2020
Q2 		– Sell
-414
Closed -$15K – 1056
2020
Q1 		$15K Buy
+414
New +$22K ﹤0.01% 460
2019
Q4 		– Sell
-282
Closed -$16K – 687
2019
Q3 		$16K Buy
+282
New +$15.1K ﹤0.01% 433

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pathstone Family Office's PSXP Position: Q1 2021 in Review

Pathstone Family Office sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 314 shares — an estimated $8K sold.

Pathstone Family Office first reported a position in PSXP in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

  • Pathstone Family Office reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 314 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $8K.
  • Pathstone Family Office first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2019 and held it in 4 quarters.
  • Pathstone Family Office's PHILLIPS 66 PARTNERS LP position peaked at $16K in Q3 2019.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.