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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
701
Northwestern Mutual Wealth Management
Wisconsin
$471K +$47.4K +622 +11%
SMC
702
Smith, Moore & Co
Missouri
$470K -$49.5K -650 -10%
MC
703
Moors & Cabot
Massachusetts
$470K +$464K +6,094 New
SCM
704
Southport Capital Management
Tennessee
$469K – – –
CFA
705
Carroll Financial Associates
North Carolina
$468K -$27.8K -365 -6%
MCM
706
Matarin Capital Management
New York
$467K +$461K +6,060 New
Luther King Capital Management (LKCM)
707
Luther King Capital Management (LKCM)
Texas
$466K -$63.7K -837 -12%
ECM
708
Estabrook Capital Management
New York
$462K – – –
PIA
709
Peachtree Investment Advisors
Georgia
$462K -$2.28K -30 -0.5%
CIA
710
Capital Investment Advisors
Georgia
$459K +$26.2K +344 +6%
MMG
711
Monetary Management Group
Missouri
$459K – – –
NPIT
712
National Penn Investors Trust
Pennsylvania
$458K -$76.8K -1,009 -15%
SKK
713
Shepherd Kaplan Krochuk
Massachusetts
$456K – – –
CCM
714
Covington Capital Management
California
$455K – – –
WSTAM
715
Wilbanks Smith & Thomas Asset Management
Virginia
$454K -$7.61K -100 -2%
SCM
716
Shelton Capital Management
Colorado
$448K -$404K -5,301 -48%
WTIM
717
Wilmington Trust Investment Management
Delaware
$448K -$373K -4,900 -46%
QAM
718
Quantres Asset Management
Cayman Islands
$447K +$442K +5,800 New
HCM
719
Howland Capital Management
Massachusetts
$442K +$32.7K +430 +8%
LBC
720
Lowe Brockenbrough & Co
Virginia
$440K – – –
HHGA
721
Halbert Hargrove Global Advisors
California
$432K -$61.4K -807 -13%
CWA
722
Constellation Wealth Advisors
New York
$426K – – –
MM
723
Midas Management
New York
$424K – – –
ICAS
724
Investors Capital Advisory Services
Massachusetts
$421K +$95.2K +1,250 +30%
SC
725
Savant Capital
Illinois
$420K +$53.2K +699 +15%