SWP
PSXP

Stratos Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-663
Closed -$34K – 3048
2018
Q3 		$34K Buy
+663
New +$34.6K ﹤0.01% 1639
2018
Q2 		– Sell
-649
Closed -$31K – 3154
2018
Q1 		$31K Buy
649
+4
+0.6% +$205 ﹤0.01% 1827
2017
Q4 		$34K Buy
+645
New +$32.1K ﹤0.01% 1708

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stratos Wealth Partners's PSXP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2018, closing a stake of 663 shares — an estimated $34K sold.

Stratos Wealth Partners first reported a position in PSXP in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q3 2018. 167 funds tracked by Wall St. Rank hold PSXP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 663 PHILLIPS 66 PARTNERS LP shares in Q4 2018, an estimated $34K.
  • Stratos Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $34K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.