RFS
PSXP

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

Rockefeller 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
2017
Q4 		$75K Sell
1,438
-200
-12% -$9.96K ﹤0.01% 394
2017
Q3 		$87K Sell
1,638
-200
-11% -$9.76K ﹤0.01% 391
2017
Q2 		$91K Hold
1,838
– – ﹤0.01% 347
2017
Q1 		$95K Buy
1,838
+100
+6% +$5.33K ﹤0.01% 363
2016
Q4 		$85K Hold
1,738
– – ﹤0.01% 387
2016
Q3 		$85K Hold
1,738
– – ﹤0.01% 365
2016
Q2 		$97K Hold
1,738
– – ﹤0.01% 360
2016
Q1 		$109K Buy
1,738
+300
+21% +$17.5K ﹤0.01% 372
2015
Q4 		$88K Sell
1,438
-912
-39% -$52.9K ﹤0.01% 397
2015
Q3 		$116K Buy
+2,350
New +$137K ﹤0.01% 366

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Rockefeller Financial Services's PSXP Position: Q4 2017 in Review

Rockefeller Financial Services reduced its PHILLIPS 66 PARTNERS LP (PSXP) stake by 12% in Q4 2017, selling an estimated $9.96K and leaving 1,438 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Rockefeller Financial Services first reported a position in PSXP in Q3 2015 and has held it in 10 quarters since. The position peaked at $116K in Q3 2015. 153 funds tracked by Wall St. Rank hold PSXP as of Q4 2017.

  • Rockefeller Financial Services held 1,438 shares of PHILLIPS 66 PARTNERS LP worth $75K as of Q4 2017.
  • Rockefeller Financial Services sold 200 PHILLIPS 66 PARTNERS LP shares in Q4 2017, an estimated $9.96K.
  • PHILLIPS 66 PARTNERS LP made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #394 holding.
  • Rockefeller Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2015 and has held it in 10 quarters since.
  • Rockefeller Financial Services's PHILLIPS 66 PARTNERS LP position peaked at $116K in Q3 2015.
  • 153 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.