We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Coldstream Capital Management
Washington
$1.74M +$2.14M +29,570 +754%
TSW
402
Thompson Siegel & Walmsley
Virginia
$1.71M +$31.5K +435 +2%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$1.7M +$59.8K +826 +4%
ACM
404
Argyle Capital Management
Pennsylvania
$1.7M +$54.3K +750 +3%
CCP
405
Corient Capital Partners
California
$1.69M +$182K +2,510 +12%
SFS
406
Strategic Financial Services
New York
$1.67M -$415K -5,727 -19%
VanEck Associates
407
VanEck Associates
New York
$1.66M +$56.8K +784 +3%
BO
408
BRR OpCo
Ohio
$1.65M +$72.2K +998 +4%
TPCW
409
TD Private Client Wealth
New York
$1.65M -$7.46K -103 -0.4%
AAS
410
Annex Advisory Services
Wisconsin
$1.65M +$176K +2,438 +12%
OCM
411
Orleans Capital Management
Louisiana
$1.63M -$203K -2,810 -11%
William Blair & Company
412
William Blair & Company
Illinois
$1.62M +$297K +4,101 +22%
CHC
413
City Holding Co
West Virginia
$1.61M +$23.2K +320 +1%
VVP
414
Venture Visionary Partners
Ohio
$1.59M +$352K +4,857 +27%
WIM
415
Wilen Investment Management
Florida
$1.57M – – –
RWA
416
River Wealth Advisors
Pennsylvania
$1.57M +$16.6K +230 +1%
SP
417
SWS Partners
Ohio
$1.57M +$243K +3,363 +18%
AWM
418
AE Wealth Management
Kansas
$1.56M +$285K +3,932 +21%
X
419
Xponance
Pennsylvania
$1.55M -$153K -2,107 -9%
EWA
420
Exencial Wealth Advisors
Oklahoma
$1.55M +$32.1K +443 +2%
CNBTD
421
Citizens National Bank Trust Department
Mississippi
$1.54M -$3.62K -50 -0.2%
WAS
422
Wealth Advisory Solutions
Indiana
$1.54M +$77.6K +1,072 +5%
Koshinski Asset Management
423
Koshinski Asset Management
Illinois
$1.53M +$461K +6,362 +41%
MC
424
Maverick Capital
Texas
$1.52M +$1.58M +21,765 New
BBI
425
Baxter Bros Inc
Connecticut
$1.52M -$46K -636 -3%