SFM
PSXP

Signature Financial Management’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Signature Financial 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
2017
Q4 		– Sell
-5,500
Closed -$289K – 170
2017
Q3 		$289K Buy
5,500
+1,400
+34% +$68.3K 0.09% 123
2017
Q2 		$202K Buy
+4,100
New +$208K 0.06% 148

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $2.23B AUM 42.72% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Signature Financial Management's PSXP Position: Q4 2017 in Review

Signature Financial Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2017, closing a stake of 5,500 shares — an estimated $289K sold.

Signature Financial Management first reported a position in PSXP in Q2 2017 and held it in 2 quarters. The position peaked at $289K in Q3 2017. 153 funds tracked by Wall St. Rank hold PSXP as of Q4 2017.

  • Signature Financial Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2017 after selling out during the quarter.
  • Signature Financial Management sold 5,500 PHILLIPS 66 PARTNERS LP shares in Q4 2017, an estimated $289K.
  • Signature Financial Management first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2017 and held it in 2 quarters.
  • Signature Financial Management's PHILLIPS 66 PARTNERS LP position peaked at $289K in Q3 2017.
  • 153 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2017.

Based on Signature Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.