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PSXP

PHILLIPS 66 PARTNERS LP

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
United Capital Financial Advisors
126
United Capital Financial Advisors
Texas
$314K +$319K +6,365 New
Advisor Group
127
Advisor Group
Arizona
$311K +$3.1K +62 +1%
Stephens Inc
128
Stephens Inc
Arkansas
$308K +$85.4K +1,706 +38%
TAM
129
Tyers Asset Management
Texas
$302K +$90.3K +1,804 +42%
Creative Planning
130
Creative Planning
Kansas
$295K -$379K -7,563 -56%
LG
131
Leuthold Group
Minnesota
$291K -$52.1K -1,040 -15%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$289K -$518K -10,355 -64%
American Century Companies
133
American Century Companies
Missouri
$270K +$61.4K +1,227 +29%
Avior Wealth Management
134
Avior Wealth Management
Nebraska
$246K – – –
Ladenburg Thalmann Financial Services
135
Ladenburg Thalmann Financial Services
Florida
$243K – – –
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$239K -$20.6K -412 -8%
FMW
137
Farr Miller & Washington
District of Columbia
$237K – – –
PC
138
Port Capital
Illinois
$228K – – –
SCA
139
Stokes Capital Advisors
South Carolina
$227K +$7.51K +150 +3%
Ameriprise
140
Ameriprise
Minnesota
$223K +$262K +5,243 New
GHCM
141
Glen Harbor Capital Management
California
$219K +$65.7K +1,312 +42%
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$213K – – –
BFA
143
Beaumont Financial Advisors
Massachusetts
$209K – – –
FA
144
FDx Advisors
Illinois
$208K +$211K +4,221 New
WEC
145
Winslow Evans & Crocker
Massachusetts
$100K – – –
MMG
146
Monetary Management Group
Missouri
$99K – – –
Lazard Asset Management
147
Lazard Asset Management
New York
$98K – – –
RWA
148
Redhawk Wealth Advisors
Minnesota
$87K +$88.1K +1,759 New
SignatureFD
149
SignatureFD
Georgia
$85K – – –
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$79K -$9.41K -188 -11%