We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1026
Montecito Bank & Trust
California
$382K – – –
RVPG
1027
Relative Value Partners Group
$380K – – –
FPGT
1028
Financial Partners Group (Tennessee)
Tennessee
$380K +$28K +275 +8%
WG
1029
Welch Group
Alabama
$379K +$1.52K +15 +0.4%
AWA
1030
Arete Wealth Advisors
Illinois
$378K -$77.8K -765 -17%
FCH
1031
Freestone Capital Holdings
Washington
$378K +$3.76K +37 +1%
FFA
1032
Farther Finance Advisors
California
$376K +$190K +1,865 +101%
AWM
1033
Axxcess Wealth Management
California
$376K -$13.1K -129 -3%
WI
1034
Wedgewood Investors
Pennsylvania
$375K -$20.3K -200 -5%
SI
1035
Saxon Interests
Texas
$375K +$137K +1,344 +57%
CT
1036
Chicago Trust
Illinois
$375K -$64.8K -637 -15%
AA
1037
AlphaCentric Advisors
Puerto Rico
$374K -$15.3K -150 -4%
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$373K -$61.5K -605 -14%
BHWM
1039
Beaird Harris Wealth Management
Texas
$371K – – –
RSWM
1040
Robertson Stephens Wealth Management
California
$370K +$37.7K +371 +11%
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$369K +$22.2K +218 +6%
ICA
1042
Infrastructure Capital Advisors
New York
$368K -$359K -3,535 -49%
SIG
1043
Spinnaker Investment Group
California
$368K – – –
VRM
1044
Vectors Research Management
New York
$368K – – –
HC
1045
HNP Capital
New York
$368K – – –
IAMOG
1046
Investors Asset Management of Georgia
Georgia
$365K -$5.08K -50 -1%
LWCFA
1047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$363K +$3.35K +33 +0.9%
HA
1048
Harbor Advisors
Florida
$359K – – –
MRCM
1049
M&R Capital Management
New Jersey
$359K -$305 -3 -0.1%
CIM
1050
Corbyn Investment Management
Maryland
$356K -$20.1K -198 -5%
40 41
42
43 44