We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
876
WhitTier Trust Company
Nevada
$639K – – –
RBFC
877
Roman Butler Fullerton & Co
Missouri
$638K -$3.82K -34 -0.6%
AIC
878
Archer Investment Corporation
Indiana
$638K +$112K +1,000 +21%
OFS
879
OneAscent Financial Services
Alabama
$638K +$644K +5,730 New
ISWM
880
Independent Solutions Wealth Management
New York
$632K +$638K +5,677 New
FFA
881
First Foundation Advisors
California
$631K -$91.1K -811 -13%
HB
882
Homrich & Berg
Georgia
$631K +$22.2K +198 +4%
SC
883
Saturna Capital
Washington
$630K – – –
BOPW
884
Brandywine Oak Private Wealth
Pennsylvania
$626K -$16K -142 -2%
PT
885
Plimoth Trust
Massachusetts
$625K – – –
GC
886
Grace Capital
Massachusetts
$624K -$67.4K -600 -10%
VFA
887
Voya Financial Advisors
Connecticut
$624K -$16.1K -143 -2%
TCOT
888
Trust Company of Toledo
Ohio
$618K – – –
CT
889
Columbia Trust
Oregon
$616K +$622K +5,537 New
PGWM
890
Parisi Gray Wealth Management
New Jersey
$612K +$16.3K +145 +3%
OFG
891
OmniStar Financial Group
North Carolina
$612K +$617K +5,491 New
VWA
892
Visionary Wealth Advisors
Illinois
$612K +$617K +5,496 New
HAG
893
HighPoint Advisor Group
Illinois
$610K +$113K +1,003 +20%
GTAM
894
Global Trust Asset Management
Florida
$609K -$6.85K -61 -1%
CB
895
Cadence Bank
Mississippi
$606K +$101K +900 +20%
P
896
Pitcairn
Pennsylvania
$605K -$88.2K -785 -13%
CCIA
897
Campbell & Co Investment Adviser
Maryland
$605K +$216K +1,919 +55%
HAM
898
Highstreet Asset Management
Ontario, Canada
$602K +$285K +2,534 +88%
BWM
899
BerganKDV Wealth Management
Minnesota
$601K +$6.96K +62 +1%
CWM
900
Cornerstone Wealth Management
Missouri
$592K -$41.5K -369 -6%
34 35
36
37 38