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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

PSXP was delisted on the 8th of March, 2022.

183 hedge funds and large institutions have $3.13B invested in PHILLIPS 66 PARTNERS LP in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $8.2M | Put options by funds: $3.63M

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $2.64B → $3.13B (+$481M)

2% more funds holding

Funds holding: 179183 (+4)

21% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 66

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
4.01%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
29
Increased
52
Reduced
66
Closed
23
Calls
$8.2M
Puts
$3.63M
Net Calls
+$4.57M
Net Calls Change
-$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
151
Monetary Management Group
Missouri
$113K
S
152
SignatureFD
Georgia
$98K
LF
153
Lee Financial
Texas
$95K +$14.4K +269 +19%
EW
154
Evoke Wealth
California
$92K +$87K +1,624 New
Rockefeller Capital Management
155
Rockefeller Capital Management
New York
$91K
CG
156
Cutler Group
California
$87K +$82.9K +1,546 New
GWM
157
Geneos Wealth Management
Colorado
$79K +$268 +5 +0.4%
APA
158
American Portfolios Advisors
New York
$73.6K +$34.8K +650 +100%
LC
159
Lindbrook Capital
California
$70K
TFA
160
Toth Financial Advisory
Virginia
$62K
S
161
Seeyond
France
$61K
AIL
162
AGF Investments LLC
Ontario, Canada
$54K +$2.57K +48 +5%
FHA
163
First Horizon Advisors
Tennessee
$54K +$11.8K +221 +30%
MSFP
164
Mark Sheptoff Financial Planning
Connecticut
$40K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$34K
LWA
166
Lenox Wealth Advisors
New York
$25K +$23.6K +441 New
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$24K
POIA
168
Pin Oak Investment Advisors
Texas
$21K
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$20K
GWAG
170
Garrett Wealth Advisory Group
Texas
$19.4K +$18.3K +342 New
SPIA
171
Steward Partners Investment Advisory
New York
$17K +$16.1K +301 New
RFWA
172
RPg Family Wealth Advisory
Massachusetts
$17K
PFO
173
Pathstone Family Office
New Jersey
$16K +$15.1K +282 New
FPS
174
Fieldpoint Private Securities
Connecticut
$11K -$9.65K -180 -48%
ASN
175
Advisory Services Network
Georgia
$11K