Prospera Financial Services
PSXP

Prospera Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-445
Closed -$10K – 1756
2020
Q3 		$10K Buy
+445
New +$12.3K ﹤0.01% 1128

Other funds holding PSXP

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Tortoise Capital Advisors
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Brookfield Corp
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Prospera Financial Services's PSXP Position: Q4 2020 in Review

Prospera Financial Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2020, closing a stake of 445 shares — an estimated $10K sold.

Prospera Financial Services first reported a position in PSXP in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 156 funds tracked by Wall St. Rank hold PSXP as of Q4 2020.

  • Prospera Financial Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 445 PHILLIPS 66 PARTNERS LP shares in Q4 2020, an estimated $10K.
  • Prospera Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's PHILLIPS 66 PARTNERS LP position peaked at $10K in Q3 2020.
  • 156 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.