PAG
PSXP

Private Advisor Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-583
Closed -$21K – 3966
2020
Q2 		$21K Buy
+583
New +$24.2K ﹤0.01% 2571
2016
Q1 		– Sell
-6,968
Closed -$428K – 1188
2015
Q4 		$428K Sell
6,968
-656
-9% -$38.1K 0.02% 647
2015
Q3 		$376K Sell
7,624
-4,294
-36% -$250K 0.02% 664
2015
Q2 		$858K Sell
11,918
-305
-2% -$22K 0.04% 425
2015
Q1 		$864K Buy
12,223
+625
+5% +$44.9K 0.05% 389
2014
Q4 		$799K Buy
11,598
+2,008
+21% +$130K 0.05% 399
2014
Q3 		$640K Buy
9,590
+4,713
+97% +$332K 0.04% 438
2014
Q2 		$369K Sell
4,877
-1,257
-20% -$75.5K 0.03% 597
2014
Q1 		$298K Buy
+6,134
New +$261K 0.03% 574

Other funds holding PSXP

AA
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
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Private Advisor Group's PSXP Position: Q3 2020 in Review

Private Advisor Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2020, closing a stake of 583 shares — an estimated $21K sold.

Private Advisor Group first reported a position in PSXP in Q1 2014 and held it in 9 quarters. The position peaked at $864K in Q1 2015. 147 funds tracked by Wall St. Rank hold PSXP as of Q3 2020.

  • Private Advisor Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 583 PHILLIPS 66 PARTNERS LP shares in Q3 2020, an estimated $21K.
  • Private Advisor Group first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2014 and held it in 9 quarters.
  • Private Advisor Group's PHILLIPS 66 PARTNERS LP position peaked at $864K in Q1 2015.
  • 147 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.