SI
PSXP

Stephens Inc’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Stephens Inc’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
-5,610
Closed -$201K – 1445
2021
Q3 		$201K Sell
5,610
-543
-9% -$19.8K ﹤0.01% 1219
2021
Q2 		$243K Buy
+6,153
New +$228K ﹤0.01% 1130
2020
Q3 		– Sell
-7,748
Closed -$279K – 1241
2020
Q2 		$279K Sell
7,748
-162
-2% -$6.74K 0.01% 864
2020
Q1 		$288K Buy
7,910
+777
+11% +$41.2K 0.01% 784
2019
Q4 		$440K Sell
7,133
-35
-0.5% -$1.98K 0.01% 758
2019
Q3 		$406K Buy
7,168
+922
+15% +$49.4K 0.01% 812
2019
Q2 		$308K Buy
6,246
+1,706
+38% +$85.4K 0.01% 913
2019
Q1 		$238K Buy
+4,540
New +$228K 0.01% 996

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

Stephens Inc's PSXP Position: Q4 2021 in Review

Stephens Inc sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 5,610 shares — an estimated $201K sold.

Stephens Inc first reported a position in PSXP in Q1 2019 and held it in 8 quarters. The position peaked at $440K in Q4 2019. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Stephens Inc reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 5,610 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $201K.
  • Stephens Inc first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2019 and held it in 8 quarters.
  • Stephens Inc's PHILLIPS 66 PARTNERS LP position peaked at $440K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.