We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
851
CoreFirst Bank & Trust
Kansas
$311K -$54.5K -753 -15%
PA
852
Probity Advisors
Texas
$310K +$43.4K +599 +16%
SF
853
Symphony Financial
Texas
$308K -$57.4K -793 -15%
SAM
854
SignalPoint Asset Management
Missouri
$308K -$17.3K -239 -5%
BWM
855
Buckley Wealth Management
Nevada
$308K -$4.42K -61 -1%
SC
856
Scotia Capital
Ontario, Canada
$308K +$22.7K +314 +8%
CCC
857
Crescent Capital Consulting
Louisiana
$308K +$36.2K +500 +13%
FCBT
858
First Citizens Bank & Trust
North Carolina
$308K +$48.6K +671 +18%
WIA
859
Westbourne Investment Advisors
Maryland
$307K
CSPIA
860
Cary Street Partners Investment Advisory
Virginia
$305K -$9.7K -134 -3%
APP
861
Avantax Planning Partners
Iowa
$298K +$72 +1 +0%
BEC
862
Blue Edge Capital
Virginia
$297K +$362 +5 +0.1%
Assenagon Asset Management
863
Assenagon Asset Management
Luxembourg
$296K +$306K +4,229 New
PWMG
864
Prestige Wealth Management Group
New Jersey
$295K +$58.4K +807 +24%
MAM
865
Meeder Asset Management
Ohio
$290K -$233K -3,213 -44%
CFGS
866
Concourse Financial Group Securities
Alabama
$290K -$99.3K -1,372 -25%
QP
867
Quilter Plc
United Kingdom
$289K -$7.24K -100 -2%
BA
868
Ballew Advisors
Mississippi
$289K
LCM
869
LVM Capital Management
Michigan
$289K
SWM
870
Segment Wealth Management
Texas
$287K -$35.5K -491 -11%
EH
871
Equitable Holdings
New York
$283K +$64.2K +887 +28%
KIA
872
KCM Investment Advisors
California
$282K -$23.5K -325 -7%
JGUA
873
John G. Ullman & Associates
New York
$281K
WT
874
Whittier Trust
California
$281K
OPS
875
Orion Portfolio Solutions
Nebraska
$280K -$88.2K -1,218 -23%