WDL
PSXP

Well Done LLC’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Well Done LLC’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
Q1 		– Sell
-543
Closed -$23K – 742
2018
Q4 		$23K Buy
+543
New +$26.3K 0.01% 340
2018
Q2 		– Sell
-410
Closed -$20K – 598
2018
Q1 		$20K Buy
+410
New +$21.1K 0.01% 341

Other funds holding PSXP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ALPS Advisors
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
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Energy Income Partners
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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Well Done LLC's PSXP Position: Q1 2019 in Review

Well Done LLC sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q1 2019, closing a stake of 543 shares — an estimated $23K sold.

Well Done LLC first reported a position in PSXP in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q4 2018. 187 funds tracked by Wall St. Rank hold PSXP as of Q1 2019.

  • Well Done LLC reported no remaining PHILLIPS 66 PARTNERS LP position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 543 PHILLIPS 66 PARTNERS LP shares in Q1 2019, an estimated $23K.
  • Well Done LLC first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's PHILLIPS 66 PARTNERS LP position peaked at $23K in Q4 2018.
  • 187 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.