We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1101
Donaldson Capital Management
Indiana
$246K – – –
KCM
1102
Kanawha Capital Management
Virginia
$245K – – –
MBT
1103
Montecito Bank & Trust
California
$245K – – –
AWM
1104
Avior Wealth Management
Nebraska
$244K +$11.7K +123 +5%
WPP
1105
Whalerock Point Partners
Rhode Island
$242K +$241K +2,539 New
MFG
1106
Magnus Financial Group
New York
$241K +$95 +1 +0%
CBT
1107
Capital Bank & Trust
California
$238K -$47.5K -500 -17%
NCM
1108
Next Capital Management
New York
$238K – – –
YMRC
1109
Yorktown Management & Research Company
Virginia
$238K – – –
MWA
1110
Meridian Wealth Advisors
Texas
$238K +$23.8K +250 +11%
CAM
1111
Cresset Asset Management
Illinois
$237K +$129K +1,352 +119%
NME
1112
Notis-McConarty Edward
$236K -$52.3K -550 -18%
FWM
1113
Focused Wealth Management
New York
$234K -$11.8K -124 -5%
LPT
1114
Legacy Private Trust
Wisconsin
$234K – – –
MIP
1115
Marietta Investment Partners
Wisconsin
$234K – – –
CAM
1116
Covenant Asset Management
New Jersey
$233K – – –
VHAM
1117
Van Hulzen Asset Management
California
$233K – – –
OIA
1118
Optimum Investment Advisors
Illinois
$233K +$59.4K +625 +34%
FSWA
1119
Financial Synergies Wealth Advisors
Texas
$232K +$231K +2,434 New
SBSB
1120
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K -$14.3K -150 -6%
BCM
1121
BTR Capital Management
California
$230K – – –
AW
1122
ACG Wealth
Georgia
$229K -$38.4K -404 -14%
AA
1123
Apriem Advisors
California
$229K – – –
PC
1124
Port Capital
Illinois
$229K +$190 +2 +0.1%
MA
1125
Mutual Advisors
Nebraska
$229K +$228K +2,403 New
43 44
45
46 47