RFA
PSXP

Reilly Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$6K Hold
178
– – ﹤0.01% 818
2021
Q3 		$6K Hold
178
– – ﹤0.01% 734
2021
Q2 		$7K Buy
+178
New +$6.58K ﹤0.01% 762

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Reilly Financial Advisors's PSXP Position: Q4 2021 in Review

Reilly Financial Advisors held its PHILLIPS 66 PARTNERS LP (PSXP) position steady in Q4 2021 at 178 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Reilly Financial Advisors first reported a position in PSXP in Q2 2021 and has held it in 3 quarters since. The position peaked at $7K in Q2 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Reilly Financial Advisors held 178 shares of PHILLIPS 66 PARTNERS LP worth $6K as of Q4 2021.
  • Reilly Financial Advisors left its PHILLIPS 66 PARTNERS LP share count unchanged in Q4 2021.
  • PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #818 holding.
  • Reilly Financial Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2021 and has held it in 3 quarters since.
  • Reilly Financial Advisors's PHILLIPS 66 PARTNERS LP position peaked at $7K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.