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

Taylor Wealth Management 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
2017 Q4	–	Sell	-250	Closed	-$13K	–	165
2017 Q3	$13K	Hold	250	–	–	0.01%	127
2017 Q2	$12K	Hold	250	–	–	0.01%	129
2017 Q1	$13K	Sell	250 -1,000	-80%	-$53.3K	0.01%	127
2016 Q4	$61K	Sell	1,250 -3,500	-74%	-$161K	0.03%	97
2016 Q3	$231K	Sell	4,750 -153,007	-97%	-$7.76M	0.1%	49
2016 Q2	$8.81M	Sell	157,757 -1,619	-1%	-$90.9K	3.53%	7
2016 Q1	$9.97M	Buy	159,376 +80,461	+102%	+$4.68M	4.71%	4
2015 Q4	$4.84M	Buy	78,915 +845	+1%	+$49K	2.09%	23
2015 Q3	$3.85M	Buy	+78,070	New	+$4.54M	1.86%	22

Other funds holding PSXP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return