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 – 3970
2020
Q2 		$21K Buy
+583
New +$24.2K ﹤0.01% 2571
2016
Q1 		– Sell
-6,968
Closed -$428K – 1189
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 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return