SIC
PSXP

Samalin Investment Counsel’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Samalin Investment Counsel’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 		– Sell
-19,718
Closed -$707K – 266
2021
Q3 		$707K Buy
19,718
+3,010
+18% +$110K 0.46% 59
2021
Q2 		$659K Buy
+16,708
New +$618K 0.43% 74
2020
Q4 		– Sell
-20,635
Closed -$475K – 234
2020
Q3 		$475K Buy
+20,635
New +$569K 0.42% 73

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Samalin Investment Counsel's PSXP Position: Q4 2021 in Review

Samalin Investment Counsel sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 19,718 shares — an estimated $707K sold.

Samalin Investment Counsel first reported a position in PSXP in Q3 2020 and held it in 3 quarters. The position peaked at $707K in Q3 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Samalin Investment Counsel reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Samalin Investment Counsel sold 19,718 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $707K.
  • Samalin Investment Counsel first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2020 and held it in 3 quarters.
  • Samalin Investment Counsel's PHILLIPS 66 PARTNERS LP position peaked at $707K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Samalin Investment Counsel's 13F filing for Q4 2021, filed 15 Feb 2022.