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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FA
851
FCG Advisors
New Jersey
$260K +$268K +3,276 New
SMH
852
Sanders Morris Harris
Texas
$259K -$2.39M -29,315 -90%
CC
853
Cadinha & Co
Hawaii
$258K -$22.9K -280 -8%
CWM
854
CIBC World Markets
New York
$258K +$57.1K +699 +27%
NL
855
NWAM LLC
Washington
$257K -$12.6K -154 -5%
NSAM
856
North Star Asset Management
Wisconsin
$257K
WBG
857
Wharton Business Group
Pennsylvania
$257K +$4.82K +59 +2%
IWA
858
Inspirion Wealth Advisors
Illinois
$256K
TC
859
Trust Company
Kansas
$254K -$6.94K -85 -3%
LKIM
860
Lawson Kroeker Investment Management
Nebraska
$254K
YMRC
861
Yorktown Management & Research Company
Virginia
$254K
WPW
862
Waldron Private Wealth
Pennsylvania
$252K -$4.08K -50 -2%
KCM
863
Kanawha Capital Management
Virginia
$252K
IAM
864
Impax Asset Management
New Hampshire
$252K +$24.5K +300 +10%
WIS
865
Wright Investors Service
Connecticut
$250K -$530K -6,495 -67%
FCCM
866
First City Capital Management
Georgia
$249K -$5.06K -62 -2%
IWA
867
Intercontinental Wealth Advisors
Texas
$249K -$1.31K -16 -0.5%
NME
868
Notis-McConarty Edward
$249K
Kovitz Investment Group Partners
869
Kovitz Investment Group Partners
Illinois
$247K -$27.8K -340 -10%
VWA
870
V Wealth Advisors
Kansas
$247K +$6.29K +77 +3%
TWA
871
TCI Wealth Advisors
Arizona
$246K
AW
872
Alpha Windward
Massachusetts
$243K +$1.47K +18 +0.6%
PAS
873
Partnervest Advisory Services
California
$243K +$14.3K +175 +6%
DWM
874
Destination Wealth Management
California
$240K +$38.5K +472 +18%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$239K