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 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $299B AUM 28.69% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return