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PSXP
PHILLIPS 66 PARTNERS LP
PSXP
PSXP
Delisted
PSXP was delisted on the 8th of March, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
LFAS
176
Level Four Advisory Services
Dallas,
Texas
| – | -$222K | -6,995 | Closed |
|
| 177 |
AP
177
Americana Partners
Houston,
Texas
| – | -$215K | -6,796 | Closed |
|
| 178 |
IAIM
178
International Assets Investment Management
Orlando,
Florida
| – | -$129K | -4,384 | Closed |
|
| 179 |
CL
179
COWA LLC
Tulsa,
Oklahoma
| – | -$32K | -1,000 | Closed |
|
| 180 |
HFA
180
HC Financial Advisors
Lafayette,
California
| – | -$16K | -500 | Closed |
|
| 181 |
EVM
181
Eaton Vance Management
Boston,
Massachusetts
| – | -$13K | -397 | Closed |
|
| 182 |
TWP
182
TFO Wealth Partners
Maumee,
Ohio
| – | -$11K | -361 | Closed |
|
| 183 |
M1FG
183
Mach-1 Financial Group
Rogers,
Arkansas
| – | -$3K | -100 | Closed |
|
| 184 |
SPIA
184
Steward Partners Investment Advisory
New York
| – | -$1.8K | -57 | Closed |
|
| 185 |
RIM
185
Rockbridge Investment Management
Syracuse,
New York
| – | +$222 | +6 | New |
|