Pinnacle Summer Investments’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$15K	Hold	241	–	–	﹤0.01%	510
2015 Q3	$12K	Hold	241	–	–	﹤0.01%	724
2015 Q2	$17K	Buy	241 +1	+0.4%	+$72	﹤0.01%	455
2015 Q1	$17K	Hold	240	–	–	﹤0.01%	692
2014 Q4	$17K	Sell	240 -120	-33%	-$7.8K	﹤0.01%	705
2014 Q3	$24K	Hold	360	–	–	﹤0.01%	649
2014 Q2	$24K	Hold	360	–	–	﹤0.01%	620
2014 Q1	$19K	Hold	360	–	–	﹤0.01%	612
2013 Q4	$14K	Hold	360	–	–	﹤0.01%	688
2013 Q3	$11K	Buy	+360	New	+$11.3K	﹤0.01%	673

Other funds holding PSXP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Summer Investments's PSXP Position: Q4 2015 in Review

Pinnacle Summer Investments held its PHILLIPS 66 PARTNERS LP (PSXP) position steady in Q4 2015 at 241 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Pinnacle Summer Investments first reported a position in PSXP in Q3 2013 and has held it in 10 quarters since. The position peaked at $24K in Q3 2014. 119 funds tracked by Wall St. Rank hold PSXP as of Q4 2015.

Pinnacle Summer Investments held 241 shares of PHILLIPS 66 PARTNERS LP worth $15K as of Q4 2015.
Pinnacle Summer Investments left its PHILLIPS 66 PARTNERS LP share count unchanged in Q4 2015.
PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #510 holding.
Pinnacle Summer Investments first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's PHILLIPS 66 PARTNERS LP position peaked at $24K in Q3 2014.
119 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.