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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
EF
226
Empowered Funds
Pennsylvania
$6.63M +$7M +82,187 New
II
227
IFM Investors
Australia
$6.63M +$83.8K +983 +1%
FF
228
FourThought Financial
Florida
$6.56M +$985K +11,556 +17%
PHAM
229
Pacific Heights Asset Management
California
$6.46M
CGH
230
Crossmark Global Holdings
Texas
$6.43M +$3.13M +36,679 +85%
OIM
231
Opus Investment Management
Massachusetts
$6.43M
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$6.34M -$4.4M -51,616 -40%
GIBU
233
Gulf International Bank (UK)
United Kingdom
$6.33M
MYIA
234
Mount Yale Investment Advisors
Colorado
$6.32M +$218K +2,554 +3%
NYLIM
235
New York Life Investment Management
New York
$6.26M -$53K -622 -0.8%
WSFS
236
Wilmington Savings Fund Society
Delaware
$6.21M +$196K +2,300 +3%
SFA
237
Sequoia Financial Advisors
Ohio
$6.21M +$997K +11,699 +18%
KPWS
238
Kestra Private Wealth Services
Texas
$6.21M +$694K +8,142 +12%
MIM
239
Marco Investment Management
Georgia
$6.16M +$172K +2,015 +3%
VWA
240
Visionary Wealth Advisors
Illinois
$5.92M +$332K +3,893 +6%
Federated Hermes
241
Federated Hermes
Pennsylvania
$5.9M +$3.08M +36,142 +98%
DIP
242
DT Investment Partners
Pennsylvania
$5.89M +$599K +7,028 +11%
DADC
243
D.A. Davidson & Co
Montana
$5.85M -$56.8K -667 -0.9%
RIA
244
RPG Investment Advisory
California
$5.81M +$41.3K +484 +0.7%
FPCP
245
Fort Point Capital Partners
California
$5.78M
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.68M -$1.03M -12,106 -15%
USAA
247
United Services Automobile Association
Texas
$5.67M
OPCM
248
Osborne Partners Capital Management
California
$5.64M -$25.4K -298 -0.4%
AUB
249
Atlantic Union Bankshares
Virginia
$5.54M -$2.16M -25,325 -27%
Assenagon Asset Management
250
Assenagon Asset Management
Luxembourg
$5.52M +$5.35M +62,818 +1,136%