WS
PSXP

Wedbush Securities’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Wedbush Securities’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
Q3 		– Sell
-8,650
Closed -$427K – 1061
2019
Q2 		$427K Buy
8,650
+3,500
+68% +$175K 0.04% 494
2019
Q1 		$270K Buy
+5,150
New +$258K 0.03% 632
2014
Q1 		– Sell
-5,556
Closed -$211K – 673
2013
Q4 		$211K Sell
5,556
-1,300
-19% -$42.9K 0.05% 452
2013
Q3 		$211K Buy
+6,856
New +$216K 0.06% 414

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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Wedbush Securities's PSXP Position: Q3 2019 in Review

Wedbush Securities sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 8,650 shares — an estimated $427K sold.

Wedbush Securities first reported a position in PSXP in Q3 2013 and held it in 4 quarters. The position peaked at $427K in Q2 2019. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

  • Wedbush Securities reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
  • Wedbush Securities sold 8,650 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $427K.
  • Wedbush Securities first reported a position in PHILLIPS 66 PARTNERS LP in Q3 2013 and held it in 4 quarters.
  • Wedbush Securities's PHILLIPS 66 PARTNERS LP position peaked at $427K in Q2 2019.
  • 184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on Wedbush Securities's 13F filing for Q3 2019, filed 17 Oct 2019.