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ícone de PSX

Phillips 66
PSX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Walsh & Associates
1951
Walsh & Associates
Florida
US$ 28,7 mil – – –
KAS
1952
Kemnay Advisory Services
New York
US$ 28,6 mil +US$ 2,41 mil +14 +9%
First United Bank & Trust
1953
First United Bank & Trust
Maryland
US$ 27,9 mil – – –
Compass Financial Management
1954
Compass Financial Management
Florida
US$ 27,5 mil +US$ 27 mil +157 Nova
Advantage Trust Company
1955
Advantage Trust Company
Kansas
US$ 27,4 mil – – –
Ares Financial Consulting
1956
Ares Financial Consulting
California
US$ 26,5 mil +US$ 3,44 mil +20 +15%
AXS Investments
1957
AXS Investments
New York
US$ 26,4 mil -US$ 4,13 mil -24 -13%
Burkett Financial Services
1958
Burkett Financial Services
South Carolina
US$ 26,1 mil +US$ 172 +1 +0,7%
AIM
1959
Axiom Investment Management
New York
US$ 25,4 mil – – –
Fairscale Capital
1960
Fairscale Capital
New Hampshire
US$ 25,3 mil +US$ 172 +1 +0,7%
Sachetta
1961
Sachetta
Massachusetts
US$ 24,9 mil +US$ 3,96 mil +23 +19%
Newbridge Financial Services Group
1962
Newbridge Financial Services Group
Florida
US$ 24,7 mil – – –
Strategic Investment Solutions
1963
Strategic Investment Solutions
Illinois
US$ 24,6 mil -US$ 1,55 mil -9 -6%
Joseph Group Capital Management
1964
Joseph Group Capital Management
Ohio
US$ 24,3 mil +US$ 5,68 mil +33 +30%
Creative Capital Management Investments
1965
Creative Capital Management Investments
California
US$ 24,2 mil +US$ 7,4 mil +43 +43%
Plante Moran Financial Advisors
1966
Plante Moran Financial Advisors
Michigan
US$ 24 mil -US$ 51,5 mil -299 -68%
Blue Bell Private Wealth Management
1967
Blue Bell Private Wealth Management
Pennsylvania
US$ 24 mil -US$ 3,1 mil -18 -11%
Roble Belko & Company
1968
Roble Belko & Company
Pennsylvania
US$ 24 mil – – –
Bogart Wealth LLC
1969
Bogart Wealth LLC
Virginia
US$ 23,9 mil +US$ 3,1 mil +18 +15%
Beacon Financial Strategies
1970
Beacon Financial Strategies
North Carolina
US$ 23,3 mil – – –
PlanVest Financial
1971
PlanVest Financial
Maryland
US$ 23,2 mil – – –
James T. Borello RIA
1972
James T. Borello RIA
Illinois
US$ 22,8 mil +US$ 2,41 mil +14 +12%
University of Texas/Texas AM Investment Management Co (UTIMCO)
1973
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
US$ 22,3 mil -US$ 9,47 mil -55 -29%
Axxion S.A.
1974
Axxion S.A.
Luxembourg
US$ 22,3 mil +US$ 22,7 mil +132 Nova
Heritage Wealth Advisors
1975
Heritage Wealth Advisors
Virginia
US$ 22,1 mil – – –
77 78
79
80 81