MARK SHEPTOFF FINANCIAL PLANNING, LLC - PHILLIPS 66 PARTNERS LP ownership

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of PHILLIPS 66 PARTNERS LP
ValueSharesWeighting
Q4 2021$18,0000.0%5000.0%0.01%
-10.0%
Q3 2021$18,000
-10.0%
5000.0%0.01%
-9.1%
Q2 2021$20,000
-9.1%
500
-28.6%
0.01%
-15.4%
Q1 2021$22,000
+22.2%
7000.0%0.01%
+30.0%
Q4 2020$18,000
+12.5%
7000.0%0.01%0.0%
Q3 2020$16,000
-36.0%
7000.0%0.01%
-37.5%
Q2 2020$25,000
-3.8%
7000.0%0.02%
-20.0%
Q1 2020$26,000
-39.5%
7000.0%0.02%
-25.9%
Q4 2019$43,000
+7.5%
7000.0%0.03%0.0%
Q3 2019$40,000
+14.3%
7000.0%0.03%
+12.5%
Q2 2019$35,000
-5.4%
7000.0%0.02%
-11.1%
Q1 2019$37,000
+27.6%
7000.0%0.03%
+12.5%
Q4 2018$29,0007000.02%
Other shareholders
PHILLIPS 66 PARTNERS LP shareholders Q3 2023
NameSharesValueWeighting ↓
Samson Capital Management, LLC 108,751$5,716,0005.87%
BP CAPITAL FUND ADVISORS, LLC 376,744$19,802,0004.28%
YORKVILLE CAPITAL MANAGEMENT, LLC 58,279$3,063,0003.54%
CHICKASAW CAPITAL MANAGEMENT LLC 2,895,071$152,165,0003.27%
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1,938,953$101,912,0003.26%
RR Advisors, LLC 451,000$23,677,0003.22%
TORTOISE CAPITAL ADVISORS, L.L.C. 8,010,782$421,047,0002.75%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 485,039$25,494,0002.70%
MARINER INVESTMENT GROUP LLC 78,549$4,129,0002.57%
Energy Income Partners, LLC 2,339,178$122,947,0002.27%
View complete list of PHILLIPS 66 PARTNERS LP shareholders