VFA
PSXP

Valeo Financial Advisors’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Valeo Financial 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
2020
Q2 		– Sell
-88
Closed -$3K – 2233
2020
Q1 		$3K Hold
88
– – ﹤0.01% 1473
2019
Q4 		$5K Buy
+88
New +$4.96K ﹤0.01% 1316

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valeo Financial Advisors's PSXP Position: Q2 2020 in Review

Valeo Financial Advisors sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2020, closing a stake of 88 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in PSXP in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 166 funds tracked by Wall St. Rank hold PSXP as of Q2 2020.

  • Valeo Financial Advisors reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 88 PHILLIPS 66 PARTNERS LP shares in Q2 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's PHILLIPS 66 PARTNERS LP position peaked at $5K in Q4 2019.
  • 166 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.