Sowell Financial Services
PSXP

Sowell Financial Services’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-1,768
Closed -$47K – 3445
2020
Q4 		$47K Buy
+1,768
New +$46K ﹤0.01% 1427
2016
Q4 		– Hold
0
– – – 446

Other funds holding PSXP

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FRGX
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Tortoise Capital Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's PSXP Position: Q1 2021 in Review

Sowell Financial Services sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2021, closing a stake of 1,768 shares — an estimated $47K sold.

Sowell Financial Services first reported a position in PSXP in Q4 2020 and held it in 1 quarter. The position peaked at $47K in Q4 2020. 160 funds tracked by Wall St. Rank hold PSXP as of Q1 2021.

  • Sowell Financial Services reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,768 PHILLIPS 66 PARTNERS LP shares in Q1 2021, an estimated $47K.
  • Sowell Financial Services first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's PHILLIPS 66 PARTNERS LP position peaked at $47K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.