TWMP
PSXP

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

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
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 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 $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Taylor Wealth Management Partners's PSXP Position: Q4 2017 in Review

Taylor Wealth Management Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2017, closing a stake of 250 shares — an estimated $13K sold.

Taylor Wealth Management Partners first reported a position in PSXP in Q3 2015 and held it in 9 quarters. The position peaked at $9.97M in Q1 2016. 153 funds tracked by Wall St. Rank hold PSXP as of Q4 2017.

  • Taylor Wealth Management Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2017 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 250 PHILLIPS 66 PARTNERS LP shares in Q4 2017, an estimated $13K.
  • Taylor Wealth Management Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2015 and held it in 9 quarters.
  • Taylor Wealth Management Partners's PHILLIPS 66 PARTNERS LP position peaked at $9.97M in Q1 2016.
  • 153 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2017, filed 1 Feb 2018.