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, Q3 2021
Institutional positions in Phillips 66 Partners LP as of Sep 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
- 152
- −12 vs. Q2 2021
- Shares held
- 39.4M
- −538.4K (−1.3%) vs. Q2 2021
- Total value
- $1.42B
- −$161.7M (−10.3%) vs. Q2 2021
- New holders
- 11
- 51 more added
- Sold out
- 23
- 51 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phillips 66 Partners LP; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 51 | $2.00K | 0.00% | +51 | New |
| JNBA Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 149 | $5.00K | 0.00% | −283−65.5% | Reduced |
| Reilly Financial Advisors, LLC | 178 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $6.00K | 0.00% | +4+2.3% | Added |
| Rockbridge Investment Management, LCC | 206 | $7.00K | 0.00% | +200+3,333.3% | Added |
| Strategic Asset Management, LLC | 200 | $8.00K | 0.01% | +200 | New |
| Patriot Financial Group Insurance Agency, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 357 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 367 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 361 | $13.0K | 0.00% | +361 | New |
| Lenox Wealth Advisors, LLC | 441 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 450 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 580 | $21.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 575 | $21.0K | 0.01% | +575 | New |
| First Horizon Advisors, Inc. | 725 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 798 | $28.6K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 917 | $33.0K | 0.00% | −83,542−98.9% | Reduced |
| Parkside Financial Bank & Trust | 912 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $36.0K | 0.00% | −8,000−88.9% | Reduced |
| Fifth Third Bancorp | 1,116 | $40.0K | 0.00% | +414+59.0% | Added |
| Harbour Investments, Inc. | 1,154 | $41.0K | 0.00% | +3+0.3% | Added |
| Lee Financial Co | 1,233 | $44.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,584 | $56.0K | 0.00% | +15+1.0% | Added |
| FourThought Financial, LLC | 1,597 | $57.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,818 | $65.0K | 0.04% | +37+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,075 | $74.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,103 | $77.0K | 0.00% | +155+8.0% | Added |
| Signaturefd, LLC | 2,250 | $81.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,597 | $93.0K | 0.01% | +661+34.1% | Added |
| Carroll Financial Associates, Inc. | 2,599 | $93.0K | 0.01% | +714+37.9% | Added |
| Captrust Financial Advisors | 2,658 | $95.0K | 0.00% | −6,500−71.0% | Reduced |
| Monetary Management Group Inc | 3,000 | $108.0K | 0.03% | +1,000+50.0% | Added |
| TCI Wealth Advisors, Inc. | 3,000 | $108.0K | 0.02% | +3,000 | New |
| Pacer Advisors, Inc. | 3,694 | $132.0K | 0.00% | +53+1.5% | Added |
| Bollard Group LLC | 4,013 | $144.0K | 0.00% | +94+2.4% | Added |
| Cutler Group LP | 4,915 | $176.0K | 0.01% | −4,745−49.1% | Reduced |
| Geneos Wealth Management Inc. | 4,871 | $178.0K | 0.01% | +8+0.2% | Added |
| Institutional & Family Asset Management, LLC | 5,050 | $181.0K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 5,610 | $201.0K | 0.00% | −543−8.8% | Reduced |
| Cetera Advisor Networks LLC | 5,666 | $203.0K | 0.00% | +5,666 | New |
| Van Eck Associates Corp | 5,770 | $207.0K | 0.00% | −45−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,000 | $215.0K | 0.00% | +350+6.2% | Added |
| Commonwealth Equity Services, LLC | 6,105 | $218.0K | 0.00% | +482+8.6% | Added |
| Janney Montgomery Scott LLC | 6,387 | $229.0K | 0.00% | +6,387 | New |
| Arrow Investment Advisors, LLC | 7,138 | $256.0K | 0.17% | −1,551−17.9% | Reduced |
| Avalon Investment & Advisory | 7,348 | $263.0K | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 7,871 | $282.0K | 0.00% | −9,946−55.8% | Reduced |
| Brookstone Capital Management | 7,334 | $286.0K | 0.01% | +7,334 | New |
| Keybank National Association | 8,013 | $287.0K | 0.00% | −130−1.6% | Reduced |
| PEAK6 Investments LLC | 8,334 | $299.0K | 0.01% | +1,370+19.7% | Added |
| Stifel Financial Corp | 8,415 | $302.0K | 0.00% | −286−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,835 | $317.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 8,923 | $320.0K | 0.00% | −253−2.8% | Reduced |
| CIBC Asset Management Inc | 9,261 | $332.0K | 0.00% | +497+5.7% | Added |
| Fort Washington Investment Advisors Inc | 10,469 | $375.0K | 0.00% | −5,000−32.3% | Reduced |
| Guggenheim Capital LLC | 10,487 | $376.0K | 0.00% | −5,256−33.4% | Reduced |
| Mutual Advisors, LLC | 11,200 | $402.0K | 0.02% | +850+8.2% | Added |
| Walnut Private Equity Partners, LLC | 11,655 | $418.0K | 0.21% | −14,220−55.0% | Reduced |
| Tower Research Capital LLC (TRC) | 11,724 | $420.0K | 0.01% | +5,205+79.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,786 | $423.0K | 0.00% | +931+8.6% | Added |
| Cbre Clarion Securities LLC | 12,000 | $430.0K | 0.01% | −1,500−11.1% | Reduced |
| First Republic Investment Management, Inc. | 12,361 | $443.0K | 0.00% | +30.0% | Added |
| American Financial Group Inc | 12,500 | $448.0K | 0.12% | 00.0% | Unchanged |
| Lincoln National Corp | 13,458 | $483.0K | 0.01% | +207+1.6% | Added |
| HYA Advisors, Inc | 12,746 | $487.0K | 0.20% | +40+0.3% | Added |
| Teacher Retirement System of Texas | 13,773 | $494.0K | 0.00% | +1,021+8.0% | Added |
| Creative Planning | 14,072 | $504.0K | 0.00% | +458+3.4% | Added |
| Spreng Capital Management, Inc. | 14,300 | $525.0K | 0.34% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 14,883 | $533.0K | 0.62% | −594−3.8% | Reduced |
| Jane Street Group, LLC | 14,904 | $535.0K | 0.00% | −30,282−67.0% | Reduced |
| SG Americas Securities, LLC | 15,330 | $550.0K | 0.00% | −6,070−28.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,470 | $555.0K | 0.00% | −123,946−88.9% | Reduced |
| Mariner, LLC | 15,601 | $559.0K | 0.00% | −195−1.2% | Reduced |
| Tiedemann Advisors, LLC | 15,985 | $573.0K | 0.03% | −2,059−11.4% | Reduced |
| HighTower Trust Services, LTA | 16,453 | $590.0K | 0.07% | +5,653+52.3% | Added |
| ARS Investment Partners, LLC | 17,472 | $626.0K | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 19,545 | $701.0K | 0.01% | +13,795+239.9% | Added |
| Samalin Investment Counsel, LLC | 19,718 | $707.0K | 0.46% | +3,010+18.0% | Added |
| Heronetta Management, L.P. | 20,200 | $724.0K | 0.56% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 21,770 | $780.0K | 0.20% | +21,770 | New |
| TBH Global Asset Management, LLC | 24,000 | $860.0K | 0.20% | −1,000−4.0% | Reduced |
| Pinnacle Holdings, LLC | 26,957 | $966.4K | 0.42% | +204+0.8% | Added |
| BNP Paribas Arbitrage, SA | 27,255 | $977.1K | 0.00% | +2,878+11.8% | Added |
| BlackRock Inc. | 29,856 | $1.07M | 0.00% | +1,249+4.4% | Added |
| Blair William & Co | 30,720 | $1.10M | 0.00% | 00.0% | Unchanged |
| Cincinnati Insurance Co | 32,053 | $1.15M | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 32,403 | $1.16M | 0.03% | −83,469−72.0% | Reduced |
| Silvercrest Asset Management Group LLC | 34,714 | $1.24M | 0.01% | +675+2.0% | Added |
| Parametric Portfolio Associates LLC | 36,214 | $1.30M | 0.00% | −4,932−12.0% | Reduced |
| Virtus ETF Advisers LLC | 38,870 | $1.39M | 0.61% | −11,190−22.4% | Reduced |
| Royal Bank of Canada | 39,511 | $1.42M | 0.00% | +1,365+3.6% | Added |
| LexAurum Advisors, LLC | 40,000 | $1.43M | 0.42% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 42,282 | $1.52M | 0.31% | −416−1.0% | Reduced |
| Vident Investment Advisory, LLC | 42,869 | $1.54M | 0.05% | −9,561−18.2% | Reduced |