Toth Financial Advisory’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Toth Financial Advisory’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
2019 Q4	–	Sell	-1,100	Closed	-$62K	–	545
2019 Q3	$62K	Hold	1,100	–	–	0.01%	217
2019 Q2	$54K	Sell	1,100 -9,667	-90%	-$484K	0.01%	220
2019 Q1	$564K	Buy	10,767 +8,909	+479%	+$447K	0.13%	102
2018 Q4	$78K	Sell	1,858 -9,158	-83%	-$444K	0.02%	160
2018 Q3	$563K	Sell	11,016 -1,072	-9%	-$56K	0.12%	112
2018 Q2	$617K	Sell	12,088 -1,082	-8%	-$54.8K	0.14%	111
2018 Q1	$629K	Buy	13,170 +1,109	+9%	+$56.9K	0.15%	109
2017 Q4	$631K	Sell	12,061 -11,133	-48%	-$554K	0.15%	112
2017 Q3	$1.22M	Buy	+23,194	New	+$1.13M	0.31%	81

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

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return