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Phillips 66

名前 保有額 取引額 株数
増減
保有比率の
変化
KEB Asset Management
1926
KEB Asset Management
Illinois
$3.62万 +$3.68万 +214 新規
Bruce G. Allen Investments
1927
Bruce G. Allen Investments
Colorado
$3.55万 – – –
NWM
1928
Navigoe Wealth Management
California
$3.5万 +$1,549 +9 +5%
Accordant Advisory Group
1929
Accordant Advisory Group
Maryland
$3.38万 – – –
Delos Wealth Advisors
1930
Delos Wealth Advisors
Texas
$3.38万 – – –
GoalVest Advisory
1931
GoalVest Advisory
New York
$3.38万 – – –
Robinswood Financial
1932
Robinswood Financial
Washington
$3.38万 – – –
Coston McIsaac & Partners
1933
Coston McIsaac & Partners
Maine
$3.3万 – – –
Vision Retirement
1934
Vision Retirement
New Jersey
$3.21万 – – –
Global Trust Asset Management
1935
Global Trust Asset Management
Florida
$3.19万 -$6.06万 -352 -65%
Silvant Capital Management
1936
Silvant Capital Management
Georgia
$3.14万 – – –
CIA
1937
Cape Investment Advisory
Georgia
$3.14万 +$3.2万 +186 新規
Fedenia Advisers
1938
Fedenia Advisers
Wisconsin
$3.14万 +$3.2万 +186 新規
Hoey Investments
1939
Hoey Investments
Pennsylvania
$3.11万 – – –
PWMG
1940
Private Wealth Management Group
New Jersey
$3.09万 -$2.24万 -130 -42%
E Fund Management (HK)
1941
E Fund Management (HK)
Hong Kong
$3.08万 -$36.1万 -2,098 -92%
Barnes Dennig Private Wealth Management
1942
Barnes Dennig Private Wealth Management
Ohio
$3.01万 – – –
J. Safra Asset Management
1943
J. Safra Asset Management
New York
$3.01万 – – –
First PREMIER Bank
1944
First PREMIER Bank
South Dakota
$3万 – – –
High Point Wealth Management
1945
High Point Wealth Management
New Jersey
$2.94万 +$344 +2 +1%
Concord Wealth Partners
1946
Concord Wealth Partners
Virginia
$2.93万 +$2.98万 +173 新規
Byrne Asset Management
1947
Byrne Asset Management
New Jersey
$2.92万 – – –
Commonwealth Retirement Investments
1948
Commonwealth Retirement Investments
Virginia
$2.91万 +$2.96万 +172 新規
South Dakota Investment Council
1949
South Dakota Investment Council
South Dakota
$2.9万 -$18.1万 -1,051 -86%
Kelleher Financial Advisors
1950
Kelleher Financial Advisors
New York
$2.89万 +$2.94万 +171 新規