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

TFO Wealth 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
2021 Q4	–	Sell	-361	Closed	-$13K	–	211
2021 Q3	$13K	Buy	+361	New	+$13.2K	﹤0.01%	87
2021 Q2	–	Sell	-361	Closed	-$11K	–	212
2021 Q1	$11K	Buy	+361	New	+$10.2K	﹤0.01%	128
2020 Q4	–	Sell	-361	Closed	-$8K	–	184
2020 Q3	$8K	Buy	361 +145	+67%	+$4K	﹤0.01%	85
2020 Q2	$8K	Hold	216	–	–	﹤0.01%	103
2020 Q1	$7K	Hold	216	–	–	﹤0.01%	99
2019 Q4	$13K	Buy	+216	New	+$12.2K	0.01%	121

Other funds holding PSXP

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

TFO Wealth Partners's PSXP Position: Q4 2021 in Review

TFO Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 361 shares — an estimated $13K sold.

TFO Wealth Partners first reported a position in PSXP in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

TFO Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
TFO Wealth Partners sold 361 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $13K.
TFO Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 6 quarters.
TFO Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $13K in Q3 2021.
159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on TFO Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.