Phillips 66

PSX

Capitalización de mercado USD 113 mil M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
2001	2001 MJT & Associates Financial Advisory Monteviceo, Minnesota	USD 16.7 k	–	–	–
2002	2002 Western Pacific Wealth Management Lake Forest, Illinois	USD 16.1 k	–	–	–
2003	2003 Cedar Mountain Advisors Lake Oswego, Oregon	USD 15.9 k	–	–	–
2004	2004 WPG Advisers Baltimore, Maryland	USD 15.6 k	+USD 1.72 k	+10	+12%
2005	2005 West Branch Capital Amherst, Massachusetts	USD 15.5 k	–	–	–
2006	2006 Strengthening Families & Communities LLC Boston, Massachusetts	USD 15.3 k	+USD 2.41 k	+14	+18%
2007	2007 SOA Wealth Advisors New York	USD 15.3 k	–	–	–
2008	SIM 2008 Synergy Investment Management Altamonte Springs, Florida	USD 15.1 k	+USD 11 k	+64	+711%
2009	2009 Dogwood Wealth Management Lenexa, Kansas	USD 15 k	-USD 8.44 k	-49	-36%
2010	FP 2010 Financial Perspectives Minneapolis, Minnesota	USD 14.9 k	–	–	–
2011	2011 Principia Wealth Advisory Dallas, Texas	USD 14.9 k	+USD 689	+4	+5%
2012	2012 IAG Wealth Partners Waukesha, Wisconsin	USD 14.4 k	–	–	–
2013	2013 MPWM Advisory Solutions Alpharetta, Georgia	USD 14.2 k	+USD 172	+1	+1%
2014	2014 Alpine Bank Wealth Management Grand Junction, Colorado	USD 14 k	+USD 14.3 k	+83	Nuevas
2015	2015 Wilkerson Advisory Group Columbia, Missouri	USD 13.7 k	-USD 3.27 k	-19	-19%
2016	2016 Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland	USD 13.5 k	-USD 8.61 k	-50	-38%
2017	2017 Hickory Point Bank & Trust Decatur, Illinois	USD 12.5 k	–	–	–
2018	YP 2018 YANKCOM Partnership Yankton, South Dakota	USD 12.5 k	–	–	–
2019	2019 Bay Harbor Wealth Management Hunt Valley, Maryland	USD 12.5 k	+USD 1.55 k	+9	+14%
2020	2020 Markowski Investments Tampa, Florida	USD 12.5 k	+USD 12.7 k	+74	Nuevas
2021	2021 Elevation Wealth Partners Santa Rosa, California	USD 12 k	+USD 6.02 k	+35	+97%
2022	2022 Valued Wealth Advisors Holladay, Utah	USD 11.9 k	+USD 1.72 k	+10	+16%
2023	2023 First Financial Corp Terre Haute, Indiana	USD 11.7 k	–	–	–
2024	2024 RMG Wealth Management Platteville, Wisconsin	USD 11.5 k	–	–	–
2025	2025 Bradley & Co Private Wealth Management Miami, Florida	USD 11.3 k	–	–	–

Phillips 66 PSX Capitalización de mercado USD 113 mil M

Phillips 66

PSX

Capitalización de mercado USD 113 mil M