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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $299B AUM 28.69% 1-Year Est. Return