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, Q4 2021
Institutional positions in Phillips 66 Partners LP as of Dec 31, 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
PSXP is no longer listed, so this page shows Q4 2021. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 159
- +7 vs. Q3 2021
- Shares held
- 42.9M
- +3.44M (+8.7%) vs. Q3 2021
- Total value
- $1.55B
- +$133.0M (+9.4%) vs. Q3 2021
- New holders
- 29
- 50 more added
- Sold out
- 22
- 45 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phillips 66 Partners LP; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keybank National Association | 7,608 | $274.0K | 0.00% | −405−5.1% | Reduced |
| Arrow Investment Advisors, LLC | 7,383 | $266.0K | 0.19% | +245+3.4% | Added |
| Avalon Investment & Advisory | 7,348 | $265.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,111 | $256.0K | 0.03% | +7,111 | New |
| Verition Fund Management LLC | 7,000 | $252.0K | 0.00% | +7,000 | New |
| Cetera Advisor Networks LLC | 6,312 | $228.0K | 0.00% | +646+11.4% | Added |
| Van Eck Associates Corp | 6,093 | $220.0K | 0.00% | +323+5.6% | Added |
| Williams Jones Wealth Management, LLC. | 6,000 | $216.0K | 0.00% | 00.0% | Unchanged |
| Sphinx Trading, LP | 6,000 | $216.0K | 0.22% | +6,000 | New |
| AE Wealth Management LLC | 5,997 | $216.0K | 0.00% | +5,997 | New |
| Arrowstreet Capital, Limited Partnership | 5,970 | $215.0K | 0.00% | −9,500−61.4% | Reduced |
| PenderFund Capital Management Ltd. | 4,100 | $187.0K | 0.04% | +4,100 | New |
| Institutional & Family Asset Management, LLC | 5,050 | $182.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,838 | $174.0K | 0.01% | −33−0.7% | Reduced |
| Bollard Group LLC | 4,103 | $148.0K | 0.00% | +90+2.2% | Added |
| Pacer Advisors, Inc. | 3,704 | $134.0K | 0.00% | +10+0.3% | Added |
| Spire Wealth Management | 3,207 | $116.0K | 0.00% | +3,108+3,139.4% | Added |
| Captrust Financial Advisors | 2,708 | $98.0K | 0.00% | +50+1.9% | Added |
| AdvisorNet Financial, Inc | 2,597 | $94.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,223 | $82.0K | 0.00% | +120+5.7% | Added |
| Signaturefd, LLC | 2,250 | $81.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,144 | $77.0K | 0.00% | +69+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,000 | $72.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,853 | $67.0K | 0.03% | +35+1.9% | Added |
| FourThought Financial, LLC | 1,597 | $58.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,598 | $57.0K | 0.00% | +14+0.9% | Added |
| Avion Wealth | 1,500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,287 | $46.0K | 0.01% | +1,081+524.8% | Added |
| Lee Financial Co | 1,233 | $44.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,156 | $42.0K | 0.00% | +2+0.2% | Added |
| Fifth Third Bancorp | 1,120 | $40.0K | 0.00% | +4+0.4% | Added |
| Ancora Advisors, LLC | 1,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 912 | $33.0K | 0.00% | −10,812−92.2% | Reduced |
| Parkside Financial Bank & Trust | 912 | $33.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 798 | $28.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 654 | $24.0K | 0.00% | −71−9.8% | Reduced |
| Washington Trust Co | 630 | $23.0K | 0.00% | +50+8.6% | Added |
| NEXT Financial Group, Inc | 645 | $23.0K | 0.00% | +496+332.9% | Added |
| Cutler Group LP | 535 | $19.0K | 0.00% | −4,380−89.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 500 | $18.0K | 0.00% | +500 | New |
| Sterling Investment Advisors, Ltd. | 500 | $18.0K | 0.01% | +500 | New |
| State of Wyoming | 447 | $16.0K | 0.01% | +447 | New |
| Ahrens Investment Partners LLC | 350 | $13.0K | 0.01% | +350 | New |
| Larson Financial Group LLC | 355 | $13.0K | 0.00% | +355 | New |
| PEAK6 Investments LLC | 314 | $11.0K | 0.00% | −8,020−96.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 275 | $10.0K | 0.00% | −300−52.2% | Reduced |
| Exchange Traded Concepts, LLC | 208 | $8.00K | 0.00% | +208 | New |
| Strategic Asset Management, LLC | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 185 | $7.00K | 0.00% | +5+2.8% | Added |
| Umb Bank N A | 200 | $7.00K | 0.00% | +200 | New |
| Zullo Investment Group, Inc. | 200 | $7.00K | 0.00% | +200 | New |
| Reilly Financial Advisors, LLC | 178 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 79 | $2.00K | 0.00% | −2,520−97.0% | Reduced |
| Wolff Wiese Magana LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,767,513−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −983,895−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −838,717−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −312,714−100.0% | Sold out |
| NBW Capital LLC | 0 | $0 | 0.00% | −83,152−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −74,796−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −46,387−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −19,718−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −14,072−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Walnut Private Equity Partners, LLC | 0 | $0 | 0.00% | −11,655−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,487−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,923−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |