Stifel Financial
PSXP

Stifel Financial’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Stifel Financial’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
-8,415
Closed -$302K – 3550
2021
Q3 		$302K Sell
8,415
-286
-3% -$10.5K ﹤0.01% 2901
2021
Q2 		$343K Buy
8,701
+1,011
+13% +$37.4K ﹤0.01% 2810
2021
Q1 		$244K Buy
+7,690
New +$218K ﹤0.01% 2906
2020
Q3 		– Sell
-7,420
Closed -$267K – 3045
2020
Q2 		$267K Sell
7,420
-1,410
-16% -$58.6K ﹤0.01% 2426
2020
Q1 		$320K Buy
8,830
+2,174
+33% +$115K ﹤0.01% 2139
2019
Q4 		$412K Sell
6,656
-6,226
-48% -$351K ﹤0.01% 2380
2019
Q3 		$728K Sell
12,882
-7,074
-35% -$379K ﹤0.01% 1953
2019
Q2 		$982K Buy
19,956
+7,880
+65% +$394K ﹤0.01% 1810
2019
Q1 		$631K Buy
12,076
+1,088
+10% +$54.5K ﹤0.01% 1932
2018
Q4 		$463K Buy
10,988
+65
+0.6% +$3.15K ﹤0.01% 1974
2018
Q3 		$558K Buy
10,923
+76
+0.7% +$3.97K ﹤0.01% 2036
2018
Q2 		$553K Buy
10,847
+194
+2% +$9.83K ﹤0.01% 1979
2018
Q1 		$509K Sell
10,653
-659
-6% -$33.8K ﹤0.01% 1966
2017
Q4 		$591K Sell
11,312
-1,700
-13% -$84.7K ﹤0.01% 1818
2017
Q3 		$686K Sell
13,012
-347
-3% -$16.9K ﹤0.01% 1705
2017
Q2 		$658K Sell
13,359
-25,849
-66% -$1.31M ﹤0.01% 1724
2017
Q1 		$2.02M Buy
39,208
+25,328
+182% +$1.35M 0.01% 1076
2016
Q4 		$674K Buy
13,880
+265
+2% +$12.2K ﹤0.01% 1609
2016
Q3 		$659K Buy
13,615
+823
+6% +$41.7K ﹤0.01% 1563
2016
Q2 		$715K Sell
12,792
-5,228
-29% -$293K ﹤0.01% 1543
2016
Q1 		$1.13M Buy
18,020
+2,643
+17% +$154K 0.01% 1181
2015
Q4 		$944K Buy
15,377
+11,119
+261% +$645K ﹤0.01% 1329
2015
Q3 		$210K Buy
4,258
+10
+0.2% +$581 ﹤0.01% 2004
2015
Q2 		$305K Buy
+4,248
New +$306K ﹤0.01% 1947

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Stifel Financial's PSXP Position: Q4 2021 in Review

Stifel Financial sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 8,415 shares — an estimated $302K sold.

Stifel Financial first reported a position in PSXP in Q2 2015 and held it in 24 quarters. The position peaked at $2.02M in Q1 2017. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Stifel Financial reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 8,415 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $302K.
  • Stifel Financial first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2015 and held it in 24 quarters.
  • Stifel Financial's PHILLIPS 66 PARTNERS LP position peaked at $2.02M in Q1 2017.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.