SFM
PSXP

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

Signet 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
2016
Q3 		– Sell
-11,222
Closed -$627K – 186
2016
Q2 		$627K Hold
11,222
– – 0.15% 104
2016
Q1 		$702K Sell
11,222
-3,000
-21% -$175K 0.15% 92
2015
Q4 		$873K Buy
+14,222
New +$825K 0.18% 83

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Signet Financial Management's PSXP Position: Q3 2016 in Review

Signet Financial Management sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2016, closing a stake of 11,222 shares — an estimated $627K sold.

Signet Financial Management first reported a position in PSXP in Q4 2015 and held it in 3 quarters. The position peaked at $873K in Q4 2015. 140 funds tracked by Wall St. Rank hold PSXP as of Q3 2016.

  • Signet Financial Management reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2016 after selling out during the quarter.
  • Signet Financial Management sold 11,222 PHILLIPS 66 PARTNERS LP shares in Q3 2016, an estimated $627K.
  • Signet Financial Management first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 3 quarters.
  • Signet Financial Management's PHILLIPS 66 PARTNERS LP position peaked at $873K in Q4 2015.
  • 140 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2016.

Based on Signet Financial Management's 13F filing for Q3 2016, filed 14 Nov 2016.