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 |
|---|---|---|---|---|---|
| Cutler Group LP | 9,660 | $381.0K | 0.03% | +8,173+549.6% | Added |
| Oppenheimer Asset Management Inc. | 9,176 | $362.0K | 0.01% | +2,416+35.7% | Added |
| Captrust Financial Advisors | 9,158 | $361.0K | 0.00% | +6,500+244.5% | Added |
| Ancora Advisors, LLC | 9,000 | $355.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,835 | $349.0K | 0.00% | −71−0.8% | Reduced |
| CIBC Asset Management Inc | 8,764 | $346.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Envestnet Asset Management Inc | 8,259 | $326.0K | 0.00% | +8,259 | New |
| Keybank National Association | 8,143 | $321.0K | 0.00% | −519−6.0% | Reduced |
| Avalon Investment & Advisory | 7,348 | $290.0K | 0.01% | +72+1.0% | Added |
| PEAK6 Investments LLC | 6,964 | $275.0K | 0.01% | +6,964 | New |
| Essex Financial Services, Inc. | 6,700 | $264.0K | 0.04% | +6,700 | New |
| Tower Research Capital LLC (TRC) | 6,519 | $257.0K | 0.01% | −4,971−43.3% | Reduced |
| Stephens Inc | 6,153 | $243.0K | 0.00% | +6,153 | New |
| XTX Topco Ltd | 6,155 | $243.0K | 0.08% | +6,155 | New |
| Van Eck Associates Corp | 5,815 | $229.0K | 0.00% | −843−12.7% | Reduced |
| Cresset Asset Management, LLC | 5,750 | $227.0K | 0.00% | +5,750 | New |
| Williams Jones Wealth Management, LLC. | 5,650 | $223.0K | 0.00% | +5,650 | New |
| Commonwealth Equity Services, LLC | 5,623 | $221.0K | 0.00% | −759−11.9% | Reduced |
| MAI Capital Management | 5,453 | $215.0K | 0.00% | −1,120−17.0% | Reduced |
| Institutional & Family Asset Management, LLC | 5,050 | $199.0K | 0.03% | +403+8.7% | Added |
| Geneos Wealth Management Inc. | 4,863 | $196.0K | 0.01% | +8+0.2% | Added |
| Bollard Group LLC | 3,919 | $155.0K | 0.00% | +93+2.4% | Added |
| Pacer Advisors, Inc. | 3,641 | $144.0K | 0.00% | +393+12.1% | Added |
| Signaturefd, LLC | 2,250 | $89.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,075 | $82.0K | 0.00% | −232−10.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,032 | $80.0K | 0.05% | −12−0.6% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 1,936 | $76.0K | 0.01% | +45+2.4% | 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 |
| Carroll Financial Associates, Inc. | 1,885 | $74.0K | 0.00% | +19+1.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,781 | $70.0K | 0.04% | +36+2.1% | Added |
| Advisory Services Network, LLC | 1,615 | $64.0K | 0.00% | +1,615 | New |
| FourThought Financial, LLC | 1,597 | $63.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,569 | $61.0K | 0.00% | +15+1.0% | Added |
| Avion Wealth | 1,500 | $59.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 1,233 | $49.0K | 0.01% | +272+28.3% | Added |
| Harbour Investments, Inc. | 1,151 | $45.0K | 0.00% | +81+7.6% | Added |
| Parkside Financial Bank & Trust | 912 | $36.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 798 | $31.5K | 0.00% | −102−11.3% | Reduced |
| First Horizon Advisors, Inc. | 725 | $29.0K | 0.00% | +172+31.1% | Added |
| Fifth Third Bancorp | 702 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 700 | $28.0K | 0.00% | +700 | New |
| Washington Trust Co | 580 | $23.0K | 0.00% | +340+141.7% | 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 |
| 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 |
| Quadrant Capital Group LLC | 357 | $14.0K | 0.00% | +168+88.9% | Added |
| Fieldpoint Private Securities, LLC | 367 | $13.0K | 0.00% | +176+92.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 300 | $12.0K | 0.01% | +300 | New |
| Northwestern Mutual Wealth Management Co | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 176 | $7.00K | 0.00% | +4+2.3% | Added |
| Reilly Financial Advisors, LLC | 178 | $7.00K | 0.00% | +178 | 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 |
| JNBA Financial Advisors | 80 | $3.00K | 0.00% | +80 | New |
| US Bancorp | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −44,172−100.0% | Reduced |
| Rockbridge Investment Management, LCC | 6 | $0 | 0.00% | +6 | New |
| Natixis | 0 | $0 | 0.00% | −655,600−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −203,054−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −114,504−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −105,690−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −26,300−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −20,518−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,524−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −9,459−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| HC Financial Advisors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36,816−100.0% | Sold out |