SWA
PSXP

Sutton Wealth Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Sutton Wealth 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
2016
Q4 		– Sell
-403
Closed -$19.6K – 1089
2016
Q3 		$19.6K Hold
403
– – 0.02% 462
2016
Q2 		$22.5K Buy
+403
New +$22.6K 0.02% 414

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Sutton Wealth Advisors's PSXP Position: Q4 2016 in Review

Sutton Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2016, closing a stake of 403 shares — an estimated $19.6K sold.

Sutton Wealth Advisors first reported a position in PSXP in Q2 2016 and held it in 2 quarters. The position peaked at $22.5K in Q2 2016. 139 funds tracked by Wall St. Rank hold PSXP as of Q4 2016.

  • Sutton Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 403 PHILLIPS 66 PARTNERS LP shares in Q4 2016, an estimated $19.6K.
  • Sutton Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q2 2016 and held it in 2 quarters.
  • Sutton Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $22.5K in Q2 2016.
  • 139 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2016.

Based on Sutton Wealth Advisors's 13F filing for Q4 2016, filed 6 Nov 2023.