Stokes Capital Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Stokes Capital Advisors’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
2020 Q3	–	Sell	-6,895	Closed	-$248K	–	73
2020 Q2	$248K	Buy	6,895 +1,250	+22%	+$52K	0.13%	66
2020 Q1	$206K	Hold	5,645	–	–	0.12%	69
2019 Q4	$348K	Buy	5,645 +850	+18%	+$48K	0.18%	65
2019 Q3	$271K	Buy	4,795 +200	+4%	+$10.7K	0.15%	72
2019 Q2	$227K	Buy	4,595 +150	+3%	+$7.51K	0.13%	75
2019 Q1	$233K	Buy	+4,445	New	+$223K	0.14%	77

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FRGX

First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Stokes Capital Advisors's PSXP Position: Q3 2020 in Review

Stokes Capital Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2020, closing a stake of 6,895 shares — an estimated $248K sold.

Stokes Capital Advisors first reported a position in PSXP in Q1 2019 and held it in 6 quarters. The position peaked at $348K in Q4 2019. 147 funds tracked by Wall St. Rank hold PSXP as of Q3 2020.

Stokes Capital Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2020 after selling out during the quarter.
Stokes Capital Advisors sold 6,895 PHILLIPS 66 PARTNERS LP shares in Q3 2020, an estimated $248K.
Stokes Capital Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2019 and held it in 6 quarters.
Stokes Capital Advisors's PHILLIPS 66 PARTNERS LP position peaked at $348K in Q4 2019.
147 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2020.

Based on Stokes Capital Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.