Proficio Capital Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Proficio Capital Partners’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	-83	Closed	-$4K	–	2183
2019 Q1	$4K	Hold	83	–	–	﹤0.01%	1216
2018 Q4	$3K	Hold	83	–	–	﹤0.01%	987
2018 Q3	$4K	Hold	83	–	–	﹤0.01%	1021
2018 Q2	$4K	Buy	83 +20	+32%	+$1.01K	﹤0.01%	1057
2018 Q1	$3K	Buy	+63	New	+$3.23K	﹤0.01%	1111
2017 Q4	–	Sell	-4,676	Closed	-$246K	–	1373
2017 Q3	$246K	Hold	4,676	–	–	0.1%	130
2017 Q2	$231K	Buy	4,676 +354	+8%	+$17.9K	0.1%	156
2017 Q1	$226K	Sell	4,322 -14	-0.3%	-$747	0.1%	142
2016 Q4	$211K	Buy	4,336 +818	+23%	+$37.7K	0.09%	133
2016 Q3	$171K	Hold	3,518	–	–	0.1%	141
2016 Q2	$188K	Hold	3,518	–	–	0.12%	130
2016 Q1	$220K	Hold	3,518	–	–	0.18%	94
2015 Q4	$216K	Buy	+3,518	New	+$204K	0.21%	76

Other funds holding PSXP

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

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

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

FRGX

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

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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Proficio Capital Partners's PSXP Position: Q2 2019 in Review

Proficio Capital Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 83 shares — an estimated $4K sold.

Proficio Capital Partners first reported a position in PSXP in Q4 2015 and held it in 13 quarters. The position peaked at $246K in Q3 2017. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

Proficio Capital Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
Proficio Capital Partners sold 83 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $4K.
Proficio Capital Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 13 quarters.
Proficio Capital Partners's PHILLIPS 66 PARTNERS LP position peaked at $246K in Q3 2017.
180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.