Principal Financial Group
PSXP

Principal Financial Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Principal Financial Group’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
2019
Q2 		– Sell
-169,765
Closed -$8.89M – 2325
2019
Q1 		$8.89M Sell
169,765
-172,524
-50% -$8.65M 0.01% 1307
2018
Q4 		$14.4M Buy
342,289
+9,820
+3% +$476K 0.02% 924
2018
Q3 		$17M Sell
332,469
-114
-0% -$5.95K 0.02% 971
2018
Q2 		$17M Buy
332,583
+7,967
+2% +$404K 0.02% 928
2018
Q1 		$15.5M Buy
324,616
+142,312
+78% +$7.31M 0.01% 969
2017
Q4 		$9.5M Buy
+182,304
New +$9.08M 0.01% 1294

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.8B 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
First Reserve GP XIII
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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group's PSXP Position: Q2 2019 in Review

Principal Financial Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 169,765 shares — an estimated $8.89M sold.

Principal Financial Group first reported a position in PSXP in Q4 2017 and held it in 6 quarters. The position peaked at $17M in Q3 2018. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

  • Principal Financial Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 169,765 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $8.89M.
  • Principal Financial Group first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 6 quarters.
  • Principal Financial Group's PHILLIPS 66 PARTNERS LP position peaked at $17M in Q3 2018.
  • 180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.