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 $9.84B AUM 26.47% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

Toth Financial Advisory's PSXP Position: Q4 2019 in Review

Toth Financial Advisory sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2019, closing a stake of 1,100 shares — an estimated $62K sold.

Toth Financial Advisory first reported a position in PSXP in Q3 2017 and held it in 9 quarters. The position peaked at $1.22M in Q3 2017. 193 funds tracked by Wall St. Rank hold PSXP as of Q4 2019.

Toth Financial Advisory reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2019 after selling out during the quarter.
Toth Financial Advisory sold 1,100 PHILLIPS 66 PARTNERS LP shares in Q4 2019, an estimated $62K.
Toth Financial Advisory first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2017 and held it in 9 quarters.
Toth Financial Advisory's PHILLIPS 66 PARTNERS LP position peaked at $1.22M in Q3 2017.
193 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2019.

Based on Toth Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.