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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$75K Sell
2017
Q3 		$87K Sell
2017
Q2 		$91K Hold
2017
Q1 		$95K Buy
2016
Q4 		$85K Hold
2016
Q3 		$85K Hold
2016
Q2 		$97K Hold
2016
Q1 		$109K Buy
2015
Q4 		$88K Sell
2015
Q3 		$116K Buy