Steward Partners Investment Advisory’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-57	Closed	-$1.8K	–	7617
2021 Q1	$1.8K	Buy	+57	New	+$1.61K	﹤0.01%	3242
2020 Q4	–	Sell	-145	Closed	-$3K	–	3083
2020 Q3	$3K	Buy	+145	New	+$4K	﹤0.01%	2549
2019 Q4	–	Sell	-301	Closed	-$17K	–	2879
2019 Q3	$17K	Buy	+301	New	+$16.1K	﹤0.01%	1795

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $299B AUM 28.69% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return