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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$500K -$1.01K -13 -0.2%
CWM
702
Cornerstone Wealth Management
Missouri
$499K +$486K +6,254 New
Citadel Advisors
703
Citadel Advisors
Florida
$497K -$70.8K -911 -13%
DWA
704
Douglass Winthrop Advisors
New York
$495K +$24.7K +318 +5%
PLFAM
705
Pineno Levin & Ford Asset Management
Virginia
$493K +$11.7K +150 +3%
GF
706
Gerstein Fisher
New York
$492K -$24.5K -315 -5%
AZA
707
Arthur Zaske & Associates
Michigan
$491K +$473K +6,090 New
1SB
708
1ST Source Bank
Indiana
$488K -$6.22K -80 -1%
NG
709
NatWest Group
United Kingdom
$485K +$468K +6,020 New
GF
710
Goodman Financial
Texas
$483K
CIC
711
Crawford Investment Counsel
Georgia
$479K +$36K +463 +8%
ACM
712
Azimuth Capital Management
Michigan
$478K +$42.4K +545 +10%
REMPR
713
Roof Eidam Maycock Peralta (REMP)
California
$476K
BAAM
714
Baker Avenue Asset Management
California
$473K +$456K +5,870 New
PWP
715
Private Wealth Partners
California
$471K -$11.7K -150 -2%
WT
716
Whittier Trust
California
$465K -$3.34K -43 -0.7%
CAM
717
Cypress Asset Management
Texas
$463K +$33.1K +426 +8%
IG
718
ING Group
Netherlands
$462K +$116K +1,489 +34%
QSS
719
Quantitative Systematic Strategies
Florida
$461K -$243K -3,123 -35%
BIM
720
Baldwin Investment Management
Pennsylvania
$459K -$11.7K -150 -3%
NPC
721
National Planning Corporation
California
$456K +$54.6K +703 +14%
WTC
722
WhitTier Trust Company
Nevada
$454K -$59.9K -771 -12%
PCM
723
Pointe Capital Management
Michigan
$453K -$19.4K -250 -4%
RB
724
Rodgers Brothers
Pennsylvania
$448K +$35K +450 +9%
TCM
725
Tributary Capital Management
Nebraska
$443K -$38.9K -500 -8%