We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
826
Occudo Quantitative Strategies
Florida
$318K +$267K +4,550 New
JWM
827
JFG Wealth Management
Colorado
$317K +$266K +4,534 New
RC
828
Roundview Capital
New Jersey
$316K -$425K -7,234 -62%
WA
829
WP Advisors
California
$316K -$1.94K -33 -0.7%
CCM
830
Compton Capital Management
Rhode Island
$316K +$7.34K +125 +3%
P
831
Pitcairn
Pennsylvania
$314K -$176 -3 -0.1%
HA
832
HYA Advisors
Missouri
$310K +$2.06K +35 +0.8%
WA
833
WBH Advisory
Maryland
$309K -$46.3K -789 -16%
PP
834
PDS Planning
Ohio
$309K -$14.5K -247 -5%
FAIM
835
Financial Advocates Investment Management
Washington
$308K -$56.8K -968 -18%
WIA
836
Westbourne Investment Advisors
Maryland
$308K – – –
RA
837
RFG Advisory
Alabama
$308K +$256K +4,354 New
VFA
838
Voya Financial Advisors
Connecticut
$308K +$256K +4,360 New
SWM
839
Segment Wealth Management
Texas
$307K -$37.7K -643 -13%
EF
840
Empirical Finance
Pennsylvania
$307K +$258K +4,391 New
PI
841
PEAK6 Investments
Illinois
$305K -$865K -14,741 -77%
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
$305K +$256K +4,360 New
PFPT
843
Pinnacle Financial Partners (Tennessee)
Tennessee
$302K -$56.4K -961 -17%
GIA
844
GHP Investment Advisors
Colorado
$302K -$47.3K -805 -16%
SAM
845
S.A. Mason
Michigan
$300K -$7.34K -125 -3%
SP
846
Successful Portfolios
Florida
$300K -$3.05K -52 -1%
AT
847
Arden Trust
Delaware
$298K -$17.3K -295 -6%
DWT
848
Dorsey & Whitney Trust
South Dakota
$297K -$91.9K -1,565 -27%
ARMC
849
American Research & Management Company
Massachusetts
$296K – – –
CCA
850
Checchi Capital Advisers
California
$296K +$10.9K +185 +5%
32 33
34
35 36