Winslow Evans & Crocker’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Winslow Evans & Crocker’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 Q4	$53K	Hold	2,000	–	–	0.01%	586
2020 Q3	$46K	Hold	2,000	–	–	0.01%	478
2020 Q2	$72K	Hold	2,000	–	–	0.02%	404
2020 Q1	$74K	Hold	2,000	–	–	0.02%	373
2019 Q4	$124K	Hold	2,000	–	–	0.03%	365
2019 Q3	$114K	Hold	2,000	–	–	0.03%	376
2019 Q2	$100K	Hold	2,000	–	–	0.03%	400
2019 Q1	$106K	Hold	2,000	–	–	0.03%	376
2018 Q4	$86K	Hold	2,000	–	–	0.03%	387
2018 Q3	$104K	Hold	2,000	–	–	0.03%	366
2018 Q2	$104K	Buy	+2,000	New	+$101K	0.03%	365
2015 Q2	–	Sell	-1,000	Closed	-$70.7K	–	1372
2015 Q1	$70.7K	Buy	+1,000	New	+$71.9K	0.02%	485

Other funds holding PSXP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return