ZP
PSXP

Zimmer Partners’s PHILLIPS 66 PARTNERS LP PSXP Stock Holding History

Zimmer 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
2021
Q4 		– Sell
-838,717
Closed -$30.1M – 190
2021
Q3 		$30.1M Buy
838,717
+90,879
+12% +$3.32M 0.47% 54
2021
Q2 		$29.5M Sell
747,838
-152,688
-17% -$5.65M 0.4% 62
2021
Q1 		$28.5M Buy
900,526
+182,457
+25% +$5.17M 0.39% 67
2020
Q4 		$19M Buy
718,069
+377,666
+111% +$9.83M 0.28% 65
2020
Q3 		$7.84M Sell
340,403
-316,808
-48% -$8.74M 0.12% 69
2020
Q2 		$23.7M Buy
657,211
+426,611
+185% +$17.7M 0.32% 60
2020
Q1 		$8.4M Buy
+230,600
New +$12.2M 0.19% 61
2017
Q3 		– Sell
-62,813
Closed -$3.1M – 107
2017
Q2 		$3.1M Sell
62,813
-63,285
-50% -$3.21M 0.07% 76
2017
Q1 		$6.47M Sell
126,098
-149,177
-54% -$7.96M 0.16% 77
2016
Q4 		$13.4M Sell
275,275
-147,125
-35% -$6.77M 0.42% 48
2016
Q3 		$20.5M Hold
422,400
– – 0.55% 48
2016
Q2 		$23.6M Buy
+422,400
New +$23.7M 0.7% 47
2016
Q1 		– Sell
-149,069
Closed -$9.15M – 100
2015
Q4 		$9.15M Sell
149,069
-52,553
-26% -$3.05M 0.69% 41
2015
Q3 		$9.93M Buy
201,622
+12,252
+6% +$712K 0.76% 37
2015
Q2 		$13.6M Buy
189,370
+1,298
+0.7% +$93.6K 0.74% 38
2015
Q1 		$13.3M Buy
+188,072
New +$13.5M 0.88% 30

Other funds holding PSXP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Zimmer Partners's PSXP Position: Q4 2021 in Review

Zimmer Partners sold out of PHILLIPS 66 PARTNERS LP (PSXP) in Q4 2021, closing a stake of 838,717 shares — an estimated $30.1M sold.

Zimmer Partners first reported a position in PSXP in Q1 2015 and held it in 16 quarters. The position peaked at $30.1M in Q3 2021. 159 funds tracked by Wall St. Rank hold PSXP as of Q4 2021.

  • Zimmer Partners reported no remaining PHILLIPS 66 PARTNERS LP position as of Q4 2021 after selling out during the quarter.
  • Zimmer Partners sold 838,717 PHILLIPS 66 PARTNERS LP shares in Q4 2021, an estimated $30.1M.
  • Zimmer Partners first reported a position in PHILLIPS 66 PARTNERS LP in Q1 2015 and held it in 16 quarters.
  • Zimmer Partners's PHILLIPS 66 PARTNERS LP position peaked at $30.1M in Q3 2021.
  • 159 funds tracked by Wall St. Rank held PHILLIPS 66 PARTNERS LP as of Q4 2021.

Based on Zimmer Partners's 13F filing for Q4 2021, filed 14 Feb 2022.