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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HB
601
Homrich & Berg
Georgia
$791K +$395K +4,682 +103%
DFA
602
Delta Financial Advisors
Louisiana
$789K +$84 +1 +0%
ACM
603
Alethea Capital Management
Washington
$789K +$776K +9,189 New
ICM
604
Islay Capital Management
Texas
$788K -$32K -379 -4%
YIA
605
YHB Investment Advisors
Connecticut
$786K +$45.6K +540 +6%
PPW
606
Parcion Private Wealth
Washington
$782K
MNBTD
607
Moody National Bank Trust Division
Texas
$773K
Lido Advisors
608
Lido Advisors
California
$773K +$3.88K +46 +0.5%
CT
609
Caldwell Trust
Florida
$772K -$2.11K -25 -0.3%
LIM
610
Longfellow Investment Management
Massachusetts
$769K -$494K -5,853 -40%
BAS
611
Brown Advisory Securities
Maryland
$760K -$64.2K -760 -8%
HFG
612
Heron Financial Group
New York
$756K +$27.4K +325 +4%
JCM
613
Jacobi Capital Management
Pennsylvania
$754K -$10K -119 -1%
CM
614
CoreCommodity Management
Connecticut
$752K -$18.7K -221 -2%
WHG
615
Westwood Holdings Group
Texas
$749K -$106K -1,255 -13%
ODCM
616
Old Dominion Capital Management
Virginia
$747K +$18.4K +218 +3%
HI
617
Harbour Investments
Wisconsin
$746K +$103K +1,219 +16%
RP
618
Rowlandmiller & Partners
Georgia
$744K +$48.5K +575 +7%
WP
619
WealthSource Partners
California
$743K +$394K +4,673 +117%
ATC
620
Adirondack Trust Company
New York
$741K +$19.2K +228 +3%
Marshall Wace
621
Marshall Wace
United Kingdom
$737K -$5.01M -59,385 -87%
MC
622
Moors & Cabot
Massachusetts
$737K -$20.3K -241 -3%
NSIM
623
North Star Investment Management
Illinois
$732K -$7.34K -87 -1%
HH
624
Hilltop Holdings
Texas
$732K -$1.01K -12 -0.1%
ESCM
625
Echo Street Capital Management
New York
$728K +$716K +8,482 New