We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$5.41M +$1.24M +10,057 +29%
GAM
302
Generali Asset Management
Italy
$5.37M +$1.96M +15,874 +57%
LFAS
303
Level Four Advisory Services
Texas
$5.35M +$721K +5,849 +16%
Envestnet Portfolio Solutions
304
Envestnet Portfolio Solutions
Illinois
$5.33M -$3.18M -25,783 -37%
IC
305
IEQ Capital
California
$5.3M +$2.33M +18,939 +79%
CTA
306
Colonial Trust Advisors
South Carolina
$5.28M +$38.6K +313 +0.7%
CIC
307
Canal Insurance Company
South Carolina
$5.25M +$1.23M +10,000 +31%
Luther King Capital Management (LKCM)
308
Luther King Capital Management (LKCM)
Texas
$5.23M +$35.5K +288 +0.7%
AG
309
AlTi Global
New York
$5.21M -$2.54M -20,594 -33%
OAM
310
OP Asset Management
$5.2M +$5.19M +42,097 New
BF
311
BOK Financial
Oklahoma
$5.12M +$601K +4,874 +13%
CCM
312
Coldstream Capital Management
Washington
$5.1M +$129K +1,048 +3%
CIG
313
CCM Investment Group
Minnesota
$5.08M -$92.1K -747 -2%
KNW
314
Kesler Norman & Wride
Utah
$5.05M -$74.3K -603 -1%
TYCC
315
Texas Yale Capital Corp
Florida
$5.03M -$1.27M -10,325 -20%
CWP
316
Cyndeo Wealth Partners
Florida
$5.02M +$1.95M +15,856 +64%
TW
317
Trajan Wealth
Arizona
$5.02M +$187K +1,521 +4%
AUB
318
Atlantic Union Bankshares
Virginia
$5.01M -$179K -1,452 -3%
BBNA
319
Bremer Bank National Association
Minnesota
$5.01M +$442K +3,588 +10%
MIM
320
Montgomery Investment Management
Maryland
$5M +$1.23K +10 +0%
SG
321
Sienna Gestion
France
$4.94M -$331K -2,687 -6%
HT
322
Heritage Trust
Oklahoma
$4.93M +$272K +2,207 +6%
QWP
323
Quotient Wealth Partners
Texas
$4.87M +$460K +3,736 +10%
ACA
324
Aptus Capital Advisors
Alabama
$4.86M +$1.68M +13,592 +53%
NA
325
Navellier & Associates
Nevada
$4.84M -$931K -7,552 -14%