Phillips 66 Partners LP
PSXPDelisted Mar 9, 2022- Industry
- Pipe Lines (No Natural Gas)
- SEC CIK
- 0001572910
Phillips 66 Partners LP was delisted on Mar 9, 2022; its insiders filed their last Form 4 on Mar 9, 2022; 159 institutions reported holding it in 13F filings for Q4 2021, worth $1.55B in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in Phillips 66 Partners LP as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +5 vs. Q1 2021
- Shares held
- 40.0M
- +417.4K (+1.1%) vs. Q1 2021
- Total value
- $1.58B
- +$318.8M (+25.3%) vs. Q1 2021
- New holders
- 25
- 53 more added
- Sold out
- 20
- 54 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 1 | $296.2K |
| Q3 2025 | 1 | $296.1K |
| Q2 2025 | 1 | $291.7K |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 1 | $145.0K |
| Q4 2021 | 159 | $1.55B |
| Q3 2021 | 152 | $1.42B |
| Q2 2021 | 165 | $1.58B |
| Q1 2021 | 160 | $1.26B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phillips 66 Partners LP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −44,172−100.0% | Reduced |
| Rockbridge Investment Management, LCC | 6 | $0 | 0.00% | +6 | New |
| US Bancorp | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $3.00K | 0.00% | +80 | New |
| Spire Wealth Management | 99 | $4.00K | 0.00% | −3,762−97.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 108 | $4.00K | 0.00% | −75−41.0% | Reduced |
| Sandy Spring Bank | 176 | $7.00K | 0.00% | +4+2.3% | Added |
| Reilly Financial Advisors, LLC | 178 | $7.00K | 0.00% | +178 | New |
| Northwestern Mutual Wealth Management Co | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 300 | $12.0K | 0.01% | +300 | New |
| Fieldpoint Private Securities, LLC | 367 | $13.0K | 0.00% | +176+92.1% | Added |
| Quadrant Capital Group LLC | 357 | $14.0K | 0.00% | +168+88.9% | Added |
| Arkadios Wealth Advisors | 450 | $17.0K | 0.00% | −213−32.1% | Reduced |
| Lenox Wealth Advisors, LLC | 441 | $17.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 432 | $17.0K | 0.00% | +32+8.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 500 | $20.0K | 0.01% | −200−28.6% | Reduced |
| CWM, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 580 | $23.0K | 0.00% | +340+141.7% | Added |
| Fifth Third Bancorp | 702 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 700 | $28.0K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 725 | $29.0K | 0.00% | +172+31.1% | Added |
| American Portfolios Advisors | 798 | $31.5K | 0.00% | −102−11.3% | Reduced |
| Parkside Financial Bank & Trust | 912 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,151 | $45.0K | 0.00% | +81+7.6% | Added |
| Lee Financial Co | 1,233 | $49.0K | 0.01% | +272+28.3% | Added |
| Avion Wealth | 1,500 | $59.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,569 | $61.0K | 0.00% | +15+1.0% | Added |
| FourThought Financial, LLC | 1,597 | $63.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,615 | $64.0K | 0.00% | +1,615 | New |
| Carmichael Hill & Associates, Inc. | 1,781 | $70.0K | 0.04% | +36+2.1% | Added |
| Carroll Financial Associates, Inc. | 1,885 | $74.0K | 0.00% | +19+1.0% | Added |
| IFP Advisors, Inc | 1,948 | $75.0K | 0.00% | +1,948 | New |
| Clean Yield Group | 1,900 | $75.0K | 0.03% | +1,900 | New |
| AdvisorNet Financial, Inc | 1,936 | $76.0K | 0.01% | +45+2.4% | Added |
| Monetary Management Group Inc | 2,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $79.0K | 0.00% | +2,000 | New |
| Newbridge Financial Services Group, Inc. | 2,032 | $80.0K | 0.05% | −12−0.6% | Reduced |
| Vestcor Inc | 2,075 | $82.0K | 0.00% | −232−10.1% | Reduced |
| Signaturefd, LLC | 2,250 | $89.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,641 | $144.0K | 0.00% | +393+12.1% | Added |
| Bollard Group LLC | 3,919 | $155.0K | 0.00% | +93+2.4% | Added |
| Geneos Wealth Management Inc. | 4,863 | $196.0K | 0.01% | +8+0.2% | Added |
| Institutional & Family Asset Management, LLC | 5,050 | $199.0K | 0.03% | +403+8.7% | Added |
| MAI Capital Management | 5,453 | $215.0K | 0.00% | −1,120−17.0% | Reduced |
| Commonwealth Equity Services, LLC | 5,623 | $221.0K | 0.00% | −759−11.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,650 | $223.0K | 0.00% | +5,650 | New |
| Cresset Asset Management, LLC | 5,750 | $227.0K | 0.00% | +5,750 | New |
| Van Eck Associates Corp | 5,815 | $229.0K | 0.00% | −843−12.7% | Reduced |
| Stephens Inc | 6,153 | $243.0K | 0.00% | +6,153 | New |
| XTX Topco Ltd | 6,155 | $243.0K | 0.08% | +6,155 | New |
| Tower Research Capital LLC (TRC) | 6,519 | $257.0K | 0.01% | −4,971−43.3% | Reduced |
| Essex Financial Services, Inc. | 6,700 | $264.0K | 0.04% | +6,700 | New |
| PEAK6 Investments LLC | 6,964 | $275.0K | 0.01% | +6,964 | New |
| Avalon Investment & Advisory | 7,348 | $290.0K | 0.01% | +72+1.0% | Added |
| Keybank National Association | 8,143 | $321.0K | 0.00% | −519−6.0% | Reduced |
| Envestnet Asset Management Inc | 8,259 | $326.0K | 0.00% | +8,259 | New |
| Stifel Financial Corp | 8,701 | $343.0K | 0.00% | +1,011+13.1% | Added |
| Arrow Investment Advisors, LLC | 8,689 | $343.0K | 0.21% | +8,689 | New |
| CIBC Asset Management Inc | 8,764 | $346.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,835 | $349.0K | 0.00% | −71−0.8% | Reduced |
| Ancora Advisors, LLC | 9,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,158 | $361.0K | 0.00% | +6,500+244.5% | Added |
| Oppenheimer Asset Management Inc. | 9,176 | $362.0K | 0.01% | +2,416+35.7% | Added |
| Cutler Group LP | 9,660 | $381.0K | 0.03% | +8,173+549.6% | Added |
| Parallax Volatility Advisers, L.P. | 10,225 | $403.0K | 0.01% | −29,248−74.1% | Reduced |
| Mutual Advisors, LLC | 10,350 | $408.0K | 0.02% | −250−2.4% | Reduced |
| Heronetta Management, L.P. | 20,200 | $415.0K | 0.36% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 10,800 | $426.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $428.0K | 0.00% | +2,597+31.4% | Added |
| Susquehanna International Group, LLP | 11,100 | $438.0K | 0.00% | −34,579−75.7% | Reduced |
| First Republic Investment Management, Inc. | 12,358 | $488.0K | 0.00% | −99−0.8% | Reduced |
| American Financial Group Inc | 12,500 | $493.0K | 0.13% | −11,500−47.9% | Reduced |
| HYA Advisors, Inc | 12,706 | $501.0K | 0.21% | +19+0.1% | Added |
| Teacher Retirement System of Texas | 12,752 | $503.0K | 0.00% | −829−6.1% | Reduced |
| Lincoln National Corp | 13,251 | $523.0K | 0.01% | +1,449+12.3% | Added |
| Cbre Clarion Securities LLC | 13,500 | $533.0K | 0.01% | −2,300−14.6% | Reduced |
| State of Wisconsin Investment Board | 13,554 | $535.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,614 | $537.0K | 0.00% | +836+6.5% | Added |
| Spreng Capital Management, Inc. | 14,300 | $564.0K | 0.37% | +14,300 | New |
| Evercore Wealth Management, LLC | 15,000 | $592.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 15,104 | $594.0K | 0.02% | +15,104 | New |
| Fort Washington Investment Advisors Inc | 15,469 | $610.0K | 0.01% | −18,800−54.9% | Reduced |
| Groesbeck Investment Management Corp | 15,477 | $611.0K | 0.78% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 15,743 | $621.0K | 0.00% | −3,635−18.8% | Reduced |
| Mariner, LLC | 15,796 | $623.0K | 0.00% | +2,693+20.6% | Added |
| Samalin Investment Counsel, LLC | 16,708 | $659.0K | 0.43% | +16,708 | New |
| ARS Investment Partners, LLC | 17,472 | $689.0K | 0.07% | −1,000−5.4% | Reduced |
| Credit Suisse AG | 17,817 | $701.0K | 0.00% | +6,342+55.3% | Added |
| Tiedemann Advisors, LLC | 18,044 | $712.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $750.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,400 | $844.0K | 0.00% | +2,694+14.4% | Added |
| Caption Management, LLC | 22,596 | $892.0K | 0.08% | +22,596 | New |
| HAP Trading, LLC | 24,194 | $955.0K | 0.06% | +10,078+71.4% | Added |
| BNP Paribas Arbitrage, SA | 24,377 | $961.9K | 0.00% | +2,009+9.0% | Added |
| TBH Global Asset Management, LLC | 25,000 | $987.0K | 0.23% | 00.0% | Unchanged |
| Walnut Private Equity Partners, LLC | 25,875 | $1.02M | 0.53% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 26,753 | $1.06M | 0.49% | −1,626−5.7% | Reduced |
| BlackRock Inc. | 28,607 | $1.13M | 0.00% | +253+0.9% | Added |
| Blair William & Co | 30,720 | $1.21M | 0.00% | +3,000+10.8% | Added |