We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1101
TD Capital Management
Tennessee
$82K -$4.24K -54 -5%
BWA
1102
BDO Wealth Advisors
Florida
$81K +$73.7K +939 +1,565%
APC
1103
Aspire Private Capital
North Carolina
$79K -$54.9K -700 -42%
GAM
1104
Gemmer Asset Management
California
$79K – – –
VNA
1105
Valley National Advisers
Pennsylvania
$78K +$5.81K +74 +8%
TC
1106
Trust Company
Kansas
$77K -$46.1K -587 -38%
PCH
1107
PGIM Custom Harvest
New Jersey
$77K – – –
ME
1108
McIlrath & Eck
Washington
$75K +$78 +1 +0.1%
CI
1109
CX Institutional
Indiana
$74K -$346K -4,409 -83%
AW
1110
Avion Wealth
Texas
$74K – – –
BFC
1111
Bedel Financial Consulting
Indiana
$74K +$5.41K +69 +8%
SCA
1112
Stonebridge Capital Advisors
Minnesota
$73K +$69.8K +889 New
ACA
1113
Atlas Capital Advisors
Wyoming
$72.8K +$15.7K +200 +29%
PCG
1114
Private Capital Group
Connecticut
$68K -$53.4K -680 -45%
VCM
1115
Versant Capital Management
Arizona
$68K – – –
FP
1116
Fiduciary Planning
Florida
$66K – – –
MLFP
1117
MPS Loria Financial Planners
Illinois
$66K – – –
PFGIA
1118
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$14.1K +180 +28%
SFP
1119
Sterling Financial Planning
New Jersey
$62K – – –
EW
1120
Evoke Wealth
California
$61K +$3.14K +40 +6%
EWM
1121
Elmwood Wealth Management
California
$61K +$58.8K +750 New
RFA
1122
Reilly Financial Advisors
California
$60K +$1.49K +19 +3%
TCM
1123
Tradewinds Capital Management
Washington
$58K -$6.91K -88 -11%
CPWM
1124
Cypress Point Wealth Management
Texas
$58K – – –
HI
1125
Hoey Investments
Pennsylvania
$58K +$5.1K +65 +10%
43 44
45
46 47