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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
601
Boyd Watterson Asset Management
Ohio
$814K -$86.4K -1,100 -10%
AAM
602
AR Asset Management
California
$814K – – –
GIA
603
GHP Investment Advisors
Colorado
$811K +$471 +6 +0.1%
Federated Hermes
604
Federated Hermes
Pennsylvania
$805K -$63.3K -806 -8%
ASN
605
Advisory Services Network
Georgia
$804K +$49.1K +625 +7%
FNBT
606
FineMark National Bank & Trust
Florida
$798K -$148K -1,879 -16%
CA
607
Cetera Advisors
Colorado
$797K -$22.4K -285 -3%
WIC
608
Wilkins Investment Counsel
Massachusetts
$797K – – –
GA
609
Geneva Advisors
Illinois
$781K – – –
HHC
610
Hutchin Hill Capital
New York
$777K +$298K +3,800 +68%
ANTB
611
AMG National Trust Bank
Colorado
$776K -$693K -8,826 -48%
TIP
612
Torray Investment Partners
Maryland
$775K +$157K +2,000 +27%
AP
613
AHL Partners
United Kingdom
$774K -$880K -11,209 -54%
MGIA
614
Matthew Goff Investment Advisor
Texas
$756K – – –
RCM
615
Riverhead Capital Management
Delaware
$753K +$14.3K +182 +2%
Luther King Capital Management (LKCM)
616
Luther King Capital Management (LKCM)
Texas
$753K +$38.2K +487 +6%
VFA
617
Voya Financial Advisors
Connecticut
$743K -$323K -4,114 -31%
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$742K -$66.6K -848 -9%
IA
619
IndexIQ Advisors
New York
$739K +$63.2K +805 +10%
HIM
620
Hermes Investment Management
United Kingdom
$739K +$702K +8,939 New
Cetera Investment Advisers
621
Cetera Investment Advisers
Illinois
$733K +$42.2K +537 +6%
HDIM
622
Hanson & Doremus Investment Management
Vermont
$727K – – –
BSWMG
623
Barrington Strategic Wealth Management Group
Illinois
$722K -$40.7K -519 -6%
WAM
624
Weatherly Asset Management
California
$716K -$3.92K -50 -0.6%
WC
625
Wexford Capital
Florida
$715K – – –