TWA
PSXP

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

TCI 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
2021
Q4 		– Sell
-3,000
Closed -$108K – 2652
2021
Q3 		$108K Buy
+3,000
New +$110K 0.02% 272
2016
Q1 		– Hold
0
– – – 1287

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TCI Wealth Advisors's PSXP Position: Q4 2021 in Review

TCI Wealth Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 3,000 shares — an estimated $108K sold.

TCI Wealth Advisors first reported a position in PSXP in Q3 2021 and held it in 1 quarter. The position peaked at $108K in Q3 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • TCI Wealth Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 3,000 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $108K.
  • TCI Wealth Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's PHILLIPS 66 PARTNERS LP position peaked at $108K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.