Pin Oak Investment Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Pin Oak Investment Advisors’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 Q4	–	Sell	-368	Closed	-$8K	–	431
2020 Q3	$8K	Hold	368	–	–	0.01%	323
2020 Q2	$13K	Hold	368	–	–	0.01%	270
2020 Q1	$13K	Hold	368	–	–	0.01%	270
2019 Q4	$23K	Hold	368	–	–	0.02%	248
2019 Q3	$21K	Hold	368	–	–	0.02%	257
2019 Q2	$18K	Hold	368	–	–	0.01%	284
2019 Q1	$19K	Hold	368	–	–	0.02%	262
2018 Q4	$15K	Hold	368	–	–	0.01%	281
2018 Q3	$19K	Hold	368	–	–	0.01%	266
2018 Q2	$19K	Hold	368	–	–	0.01%	274
2018 Q1	$18K	Hold	368	–	–	0.01%	282
2017 Q4	$19K	Buy	+368	New	+$18.3K	0.01%	283

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Pin Oak Investment Advisors's PSXP Position: Q4 2020 in Review

Pin Oak Investment Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2020, closing a stake of 368 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in PSXP in Q4 2017 and held it in 12 quarters. The position peaked at $23K in Q4 2019. 156 funds tracked by Wall St. Rank hold PSXP as of Q4 2020.

Pin Oak Investment Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2020 after selling out during the quarter.
Pin Oak Investment Advisors sold 368 PHILLIPS 66 PARTNERS LP shares in Q4 2020, an estimated $8K.
Pin Oak Investment Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 12 quarters.
Pin Oak Investment Advisors's PHILLIPS 66 PARTNERS LP position peaked at $23K in Q4 2019.
156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.