RPg Family Wealth Advisory’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-300	Closed	-$10.9K	–	297
2020 Q1	$10.9K	Hold	300	–	–	0.01%	245
2019 Q4	$18.5K	Hold	300	–	–	0.01%	222
2019 Q3	$17K	Hold	300	–	–	0.01%	243
2019 Q2	$14.8K	Hold	300	–	–	0.01%	249
2019 Q1	$15.7K	Hold	300	–	–	0.01%	251
2018 Q4	$12.6K	Hold	300	–	–	0.01%	205
2018 Q3	$15.3K	Hold	300	–	–	0.01%	212
2018 Q2	$15.3K	Buy	+300	New	+$15.2K	0.01%	196

Other funds holding PSXP

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

EIP

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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

KACA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RPg Family Wealth Advisory's PSXP Position: Q2 2020 in Review

RPg Family Wealth Advisory sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2020, closing a stake of 300 shares — an estimated $10.9K sold.

RPg Family Wealth Advisory first reported a position in PSXP in Q2 2018 and held it in 8 quarters. The position peaked at $18.5K in Q4 2019. 166 funds tracked by Wall St. Rank hold PSXP as of Q2 2020.

RPg Family Wealth Advisory reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 300 PHILLIPS 66 PARTNERS LP shares in Q2 2020, an estimated $10.9K.
RPg Family Wealth Advisory first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2018 and held it in 8 quarters.
RPg Family Wealth Advisory's PHILLIPS 66 PARTNERS LP position peaked at $18.5K in Q4 2019.
166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2020, filed 10 Aug 2020.