SPIA
PSXP

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

AA
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 57.61% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Steward Partners Investment Advisory's PSXP Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2021, closing a stake of 57 shares — an estimated $1.8K sold.

Steward Partners Investment Advisory first reported a position in PSXP in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q3 2019. 165 funds tracked by Wall St. Rank hold PSXP as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 57 PHILLIPS 66 PARTNERS LP shares in Q2 2021, an estimated $1.8K.
  • Steward Partners Investment Advisory first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's PHILLIPS 66 PARTNERS LP position peaked at $17K in Q3 2019.
  • 165 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.