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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
701
Gamble Jones Investment Counsel
California
$1.01M -$17.2K -149 -2%
ANTB
702
AMG National Trust Bank
Colorado
$1.01M -$12.6K -109 -1%
APP
703
Avantax Planning Partners
Iowa
$1.01M +$38.8K +336 +4%
CWS
704
Cypress Wealth Services
California
$992K +$462 +4 +0%
SW
705
SVB Wealth
Massachusetts
$973K +$62.9K +544 +7%
VCM
706
Virtue Capital Management
Tennessee
$968K +$614K +5,311 +162%
CANY
707
Caxton Associates (New York)
New York
$966K +$484K +4,183 +95%
LCM
708
Leisure Capital Management
California
$964K -$18.6K -161 -2%
SM
709
Sciencast Management
New Jersey
$959K +$1.12M +9,711 New
BS
710
Boenning & Scattergood
Pennsylvania
$956K -$885K -7,659 -47%
IRF
711
IBM Retirement Fund
New York
$944K -$125K -1,080 -11%
WAM
712
Weatherly Asset Management
California
$944K -$23.1K -200 -2%
TAM
713
Tiverton Asset Management
Delaware
$943K
HAIM
714
Hunter Associates Investment Management
Pennsylvania
$939K
RIM
715
Regent Investment Management
Kentucky
$935K -$46.2K -400 -5%
Holocene Advisors
716
Holocene Advisors
New York
$933K +$957K +8,277 New
EWA
717
EP Wealth Advisors
California
$931K +$532K +4,605 +126%
SSP
718
Sapphire Star Partners
Washington
$925K -$34.7K -300 -4%
FFSOTS
719
Fiduciary Financial Services of The Southwest
Texas
$922K
HDIM
720
Hanson & Doremus Investment Management
Vermont
$919K -$4.74K -41 -0.5%
W
721
Wealthfront
California
$915K -$168K -1,449 -15%
KCMRT
722
Kemper Corp Master Retirement Trust
Illinois
$913K
KRSITF
723
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$909K +$19K +164 +2%
EWM
724
Empirical Wealth Management
Washington
$900K +$18.8K +163 +2%
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$896K -$15.8K -137 -2%