YorkBridge Wealth Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

YorkBridge Wealth Partners’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	-150	Closed	-$7K	–	765
2019 Q2	$7K	Hold	150	–	–	﹤0.01%	635
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	623
2018 Q4	$6K	Hold	150	–	–	﹤0.01%	629
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	625
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	648
2018 Q1	$7K	Sell	150 -90	-38%	-$4.62K	﹤0.01%	662
2017 Q4	$12K	Sell	240 -62	-21%	-$3.09K	0.01%	614
2017 Q3	$16K	Buy	302 +90	+42%	+$4.39K	0.01%	584
2017 Q2	$11K	Buy	212 +23	+12%	+$1.17K	0.01%	621
2017 Q1	$10K	Hold	189	–	–	0.01%	627
2016 Q4	$8K	Buy	+189	New	+$8.7K	﹤0.01%	641

Other funds holding PSXP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 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 Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

YorkBridge Wealth Partners's PSXP Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q3 2019, closing a stake of 150 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in PSXP in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q3 2017. 184 funds tracked by Wall St. Rank hold PSXP as of Q3 2019.

YorkBridge Wealth Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 150 PHILLIPS 66 PARTNERS LP shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's PHILLIPS 66 PARTNERS LP position peaked at $16K in Q3 2017.
184 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.