WAM
PSXP

Wealthspire Advisors (Maryland)’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-820
Closed -$43K – 2504
2019
Q1 		$43K Sell
820
-10
-1% -$501 ﹤0.01% 949
2018
Q4 		$35K Buy
830
+20
+2% +$970 ﹤0.01% 1004
2018
Q3 		$41K Sell
810
-143
-15% -$7.46K ﹤0.01% 1043
2018
Q2 		$49K Sell
953
-554
-37% -$28.1K ﹤0.01% 989
2018
Q1 		$72K Sell
1,507
-80
-5% -$4.11K 0.01% 844
2017
Q4 		$83K Buy
1,587
+100
+7% +$4.98K 0.01% 787
2017
Q3 		$78K Buy
1,487
+240
+19% +$11.7K 0.01% 807
2017
Q2 		$62K Buy
1,247
+470
+60% +$23.8K 0.01% 874
2017
Q1 		$40K Buy
777
+530
+215% +$28.3K 0.01% 865
2016
Q4 		$12K Buy
247
+120
+94% +$5.53K ﹤0.01% 1186
2016
Q3 		$6K Buy
127
+32
+34% +$1.62K ﹤0.01% 1374
2016
Q2 		$5K Buy
95
+17
+22% +$954 ﹤0.01% 1364
2016
Q1 		$5K Hold
78
– – ﹤0.01% 1371
2015
Q4 		$5K Buy
+78
New +$4.53K ﹤0.01% 1379

Other funds holding PSXP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSXP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q2 2019, closing a stake of 820 shares — an estimated $43K sold.

Wealthspire Advisors (Maryland) first reported a position in PSXP in Q4 2015 and held it in 14 quarters. The position peaked at $83K in Q4 2017. 180 funds tracked by Wall St. Rank hold PSXP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PHILLIPS 66 PARTNERS LP position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 820 PHILLIPS 66 PARTNERS LP shares in Q2 2019, an estimated $43K.
  • Wealthspire Advisors (Maryland) first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s PHILLIPS 66 PARTNERS LP position peaked at $83K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.