SWM
PSXP

SeaCrest Wealth Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-619
Closed -$32K – 2191
2019
Q1 		$32K Hold
619
– – 0.01% 1099
2018
Q4 		$26K Sell
619
-55
-8% -$2.67K 0.01% 1150
2018
Q3 		$34K Buy
+674
New +$35.2K 0.01% 1170

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SeaCrest Wealth Management's PSXP Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 619 shares — an estimated $32K sold.

SeaCrest Wealth Management first reported a position in PSXP in Q3 2018 and held it in 3 quarters. The position peaked at $34K in Q3 2018. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 619 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $32K.
  • SeaCrest Wealth Management first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2018 and held it in 3 quarters.
  • SeaCrest Wealth Management's PHILLIPS 66 PARTNERS LP position peaked at $34K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.