TFO
PSXP

Tarbox Family Office’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Tarbox Family Office’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
2017
Q3 		– Sell
-110
Closed -$5K – 641
2017
Q2 		$5K Hold
110
– – ﹤0.01% 387
2017
Q1 		$6K Buy
+110
New +$5.87K ﹤0.01% 361

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Tarbox Family Office's PSXP Position: Q3 2017 in Review

Tarbox Family Office sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2017, closing a stake of 110 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in PSXP in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 145 funds tracked by Wall St. Rank hold PSXP as of Q3 2017.

  • Tarbox Family Office reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2017 after selling out during the quarter.
  • Tarbox Family Office sold 110 PHILLIPS 66 PARTNERS LP shares in Q3 2017, an estimated $5K.
  • Tarbox Family Office first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2017 and held it in 2 quarters.
  • Tarbox Family Office's PHILLIPS 66 PARTNERS LP position peaked at $6K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2017.

Based on Tarbox Family Office's 13F filing for Q3 2017, filed 19 Oct 2017.