We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$340K +$7.98K +69 +2%
CA
1002
CapWealth Advisors
Tennessee
$340K -$17.3K -150 -5%
FWP
1003
FAS Wealth Partners
Kansas
$340K – – –
BC
1004
Bartlett & Co
Ohio
$340K +$7.98K +69 +2%
WIA
1005
Wealthstreet Investment Advisors
Texas
$337K – – –
PA
1006
Probity Advisors
Texas
$337K +$8.32K +72 +2%
SRAM
1007
Stone Ridge Asset Management
New York
$336K +$57.8K +500 +20%
SP
1008
Successful Portfolios
Florida
$334K -$1.62K -14 -0.5%
CC
1009
Cadinha & Co
Hawaii
$333K -$35K -303 -9%
AIP
1010
Almanack Investment Partners
Pennsylvania
$333K -$17.7K -153 -5%
DAS
1011
Dynamic Advisor Solutions
Arizona
$331K -$122K -1,056 -26%
EDRIA
1012
Edmonds Duncan Registered Investment Advisors
Kansas
$331K – – –
TSW
1013
Thompson Siegel & Walmsley
Virginia
$331K – – –
BW
1014
Bison Wealth
Georgia
$331K +$340K +2,940 New
BA
1015
Ballew Advisors
Mississippi
$330K – – –
FLPIM
1016
F.L. Putnam Investment Management
Massachusetts
$329K +$15.3K +132 +5%
WA
1017
WP Advisors
California
$328K +$2.2K +19 +0.7%
OCG
1018
Opus Capital Group
Ohio
$325K -$41K -355 -11%
PP
1019
PDS Planning
Ohio
$325K +$10.5K +91 +3%
BWM
1020
BerganKDV Wealth Management
Minnesota
$324K -$28K -242 -8%
MFW
1021
Mosaic Family Wealth
Missouri
$321K +$11.7K +101 +3%
CSM
1022
CAMG Solamere Management
North Carolina
$320K -$135K -1,165 -29%
SHCM
1023
Stokes & Hubbell Capital Management
Louisiana
$319K -$4.51K -39 -1%
BMCM
1024
Bryn Mawr Capital Management
Pennsylvania
$318K – – –
PGA
1025
Portland Global Advisors
Maine
$318K +$5.2K +45 +2%
39 40
41
42 43