We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
P
801
Pitcairn
Pennsylvania
$637K +$56.9K +568 +10%
GC
802
Grace Capital
Massachusetts
$635K – – –
MTC
803
McDaniel Terry & Co
Texas
$623K – – –
VDI
804
Vaughan David Investments
Illinois
$619K -$23.4K -233 -4%
Kovitz Investment Group Partners
805
Kovitz Investment Group Partners
Illinois
$619K +$5.01K +50 +0.8%
HSA
806
HBK Sorce Advisory
Pennsylvania
$617K +$2.31K +23 +0.4%
HCA
807
Heck Capital Advisors
Wisconsin
$617K – – –
SRAM
808
Stone Ridge Asset Management
New York
$614K +$281K +2,800 +88%
IAA
809
Independent Advisor Alliance
North Carolina
$607K -$245K -2,448 -29%
VFA
810
Voya Financial Advisors
Connecticut
$601K -$44.1K -440 -7%
DCM
811
Driehaus Capital Management
Illinois
$600K -$215K -2,143 -27%
GCP
812
GSA Capital Partners
United Kingdom
$600K +$587K +5,859 New
DWT
813
Dorsey & Whitney Trust
South Dakota
$599K +$42.7K +426 +8%
HAG
814
HighPoint Advisor Group
Illinois
$599K +$100K +998 +25%
BSA
815
Bull Street Advisors
Georgia
$591K +$579K +5,776 New
RBFC
816
Roman Butler Fullerton & Co
Missouri
$590K -$32.4K -323 -5%
AI
817
ArchPoint Investors
Florida
$590K – – –
BOPW
818
Brandywine Oak Private Wealth
Pennsylvania
$590K +$47K +469 +9%
WTC
819
WhitTier Trust Company
Nevada
$587K -$2.51K -25 -0.4%
DAS
820
Dynamic Advisor Solutions
Arizona
$586K +$200 +2 +0%
CWM
821
Cornerstone Wealth Management
Missouri
$582K -$27.5K -274 -5%
CS
822
Cannell & Spears
New York
$581K +$4.81K +48 +0.9%
SC
823
Saturna Capital
Washington
$579K -$45.1K -450 -7%
PT
824
Plimoth Trust
Massachusetts
$575K – – –
BAM
825
Berkshire Asset Management
Pennsylvania
$575K +$6.11K +61 +1%