Sumitomo Mitsui Trust Group’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Sumitomo Mitsui Trust Group’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 Q3	–	Sell	-19,000	Closed	-$750K	–	1234
2021 Q2	$750K	Hold	19,000	–	–	﹤0.01%	1077
2021 Q1	$602K	Buy	19,000 +6,000	+46%	+$170K	﹤0.01%	1063
2020 Q4	$343K	Hold	13,000	–	–	﹤0.01%	1090
2020 Q3	$300K	Buy	13,000 +5,000	+63%	+$138K	﹤0.01%	1072
2020 Q2	$288K	Sell	8,000 -52,000	-87%	-$2.16M	﹤0.01%	1064
2020 Q1	$2.19M	Sell	60,000 -38,000	-39%	-$2.02M	﹤0.01%	862
2019 Q4	$6.04M	Buy	98,000 +78,000	+390%	+$4.4M	﹤0.01%	779
2019 Q3	$1.13M	Buy	20,000 +11,000	+122%	+$590K	﹤0.01%	929
2019 Q2	$444K	Hold	9,000	–	–	﹤0.01%	947
2019 Q1	$471K	Buy	+9,000	New	+$451K	﹤0.01%	905

Other funds holding PSXP

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FRGX

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

TCA

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group's PSXP Position: Q3 2021 in Review

Sumitomo Mitsui Trust Group sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2021, closing a stake of 19,000 shares — an estimated $750K sold.

Sumitomo Mitsui Trust Group first reported a position in PSXP in Q1 2019 and held it in 10 quarters. The position peaked at $6.04M in Q4 2019. 152 funds tracked by Wall St. Rank hold PSXP as of Q3 2021.

Sumitomo Mitsui Trust Group reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2021 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 19,000 PHILLIPS 66 PARTNERS LP shares in Q3 2021, an estimated $750K.
Sumitomo Mitsui Trust Group first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2019 and held it in 10 quarters.
Sumitomo Mitsui Trust Group's PHILLIPS 66 PARTNERS LP position peaked at $6.04M in Q4 2019.
152 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2021, filed 25 Oct 2021.