We are live on ! Find out more
PSX icon

Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1026
Chesapeake Asset Management
New York
$526K +$34.3K +287 +8%
JGUA
1027
John G. Ullman & Associates
New York
$526K
UM
1028
UniSuper Management
Australia
$523K +$63.3K +530 +16%
CGL
1029
Clarius Group LLC
Washington
$522K -$41.7K -349 -8%
HTIM
1030
Harbour Trust & Investment Management
Indiana
$522K +$469K +3,921 New
RC
1031
Roundview Capital
New Jersey
$522K -$5.86K -49 -1%
KIA
1032
KCM Investment Advisors
California
$521K +$2.51K +21 +0.5%
HT
1033
Headlands Technologies
Illinois
$518K +$69.6K +582 +18%
MFWP
1034
Mosaic Family Wealth Partners
Missouri
$516K -$11.8K -99 -2%
VWM
1035
Vivid Wealth Management
Iowa
$514K +$461K +3,858 New
AI
1036
Arvest Investments
Arkansas
$513K +$460K +3,852 New
NP
1037
NorthRock Partners
Minnesota
$512K +$183K +1,534 +66%
LWCFA
1038
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$512K
HDIM
1039
Hanson & Doremus Investment Management
Vermont
$510K -$17.1K -143 -4%
GF
1040
Goodman Financial
Texas
$508K
OWM
1041
OneAscent Wealth Management
Alabama
$507K -$36.6K -306 -7%
CI Investments Inc
1042
CI Investments Inc
Ontario, Canada
$507K -$21.5K -180 -5%
ST
1043
Spinnaker Trust
Maine
$507K
SAM
1044
Strategy Asset Managers
California
$507K +$956 +8 +0.2%
4WM
1045
49 Wealth Management
Texas
$504K +$453K +3,788 New
RSWM
1046
Robertson Stephens Wealth Management
California
$504K +$19.5K +163 +4%
MFG
1047
Merit Financial Group
Georgia
$504K +$166K +1,387 +58%
KIC
1048
Keating Investment Counselors
Florida
$503K +$17.9K +150 +4%
QL
1049
Quarry LP
New York
$499K +$119K +994 +36%
JSL
1050
JT Stratford LLC
Georgia
$499K -$24.4K -204 -5%