SF
PSXP

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

Summit 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
2020
Q1 		– Sell
-9,088
Closed -$560K – 49
2019
Q4 		$560K Buy
+9,088
New +$513K 0.1% 28

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BPSG
Brookfield Public Securities Group New York $6.17B AUM
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Summit Financial's PSXP Position: Q1 2020 in Review

Summit Financial sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2020, closing a stake of 9,088 shares — an estimated $560K sold.

Summit Financial first reported a position in PSXP in Q4 2019 and held it in 1 quarter. The position peaked at $560K in Q4 2019. 166 funds tracked by Wall St. Rank hold PSXP as of Q1 2020.

  • Summit Financial reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2020 after selling out during the quarter.
  • Summit Financial sold 9,088 PHILLIPS 66 PARTNERS LP shares in Q1 2020, an estimated $560K.
  • Summit Financial first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 1 quarter.
  • Summit Financial's PHILLIPS 66 PARTNERS LP position peaked at $560K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2020.

Based on Summit Financial's 13F filing for Q1 2020, filed 4 May 2020.