We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
951
HCR Wealth Advisors
California
$286K – – –
BP
952
Ballentine Partners
Massachusetts
$285K -$37.5K -394 -12%
BJL
953
Brighton Jones LLC
Washington
$285K -$12.5K -131 -4%
PP
954
PDS Planning
Ohio
$284K +$266K +2,803 New
AA
955
ALPS Advisors
Colorado
$281K -$182K -1,917 -41%
TWA
956
TCI Wealth Advisors
Arizona
$281K – – –
ZIC
957
ZWJ Investment Counsel
Georgia
$281K – – –
NB
958
Northwest Bancshares
Pennsylvania
$281K +$264K +2,775 New
DLA
959
Douglas Lane & Associates
New York
$279K -$39.1K -411 -13%
FC
960
Forte Capital
New York
$279K – – –
WPW
961
Waldron Private Wealth
Pennsylvania
$278K – – –
TAM
962
Todd Asset Management
Kentucky
$276K -$8.56K -90 -3%
CPIM
963
Columbia Partners Investment Management
Virginia
$276K -$190 -2 -0.1%
ACM
964
Argent Capital Management
Missouri
$276K – – –
CC
965
Cognios Capital
Kansas
$276K +$285 +3 +0.1%
NIMC
966
NWQ Investment Management Company
California
$275K -$80.2K -844 -24%
QSS
967
Quantitative Systematic Strategies
Florida
$275K +$259K +2,723 New
EA
968
Edge Advisors
Georgia
$274K – – –
SFFS
969
Stonehage Fleming Financial Services
Jersey
$273K -$92.7K -975 -27%
KIA
970
KCM Investment Advisors
California
$272K +$17.6K +185 +7%
DI
971
Diligent Investors
California
$271K – – –
APG
972
Abacus Planning Group
South Carolina
$271K +$255K +2,684 New
FLPIM
973
F.L. Putnam Investment Management
Massachusetts
$270K – – –
AWM
974
Altium Wealth Management
New York
$266K +$250K +2,631 New
LSAG
975
Lake Street Advisors Group
New Hampshire
$266K +$250K +2,631 New
37 38
39
40 41