We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
1251
Flywheel Private Wealth
California
$309K – – –
KCP
1252
Kera Capital Partners
California
$307K +$289K +2,257 New
CCA
1253
Cadent Capital Advisors
Oklahoma
$307K +$15.9K +124 +6%
LWA
1254
Lantern Wealth Advisors
New York
$306K – – –
QCM
1255
Qsemble Capital Management
New York
$306K +$288K +2,246 New
TCM
1256
Tributary Capital Management
Nebraska
$305K +$288K +2,245 New
MWPCG
1257
Measured Wealth Private Client Group
New Hampshire
$305K – – –
ACM
1258
Aljian Capital Management
Nevada
$304K -$3.59K -28 -1%
NSAM
1259
North Star Asset Management
Wisconsin
$304K – – –
BW
1260
BIP Wealth
Georgia
$304K +$286K +2,233 New
HVIA
1261
Hudson Valley Investment Advisors
New York
$303K – – –
LSA
1262
Leonteq Securities AG
Switzerland
$300K -$361K -2,814 -56%
RDWM
1263
Red Door Wealth Management
Tennessee
$300K -$6.41K -50 -2%
CAGAS
1264
Capital Advisory Group Advisory Services
Minnesota
$299K – – –
BFA
1265
Beaumont Financial Advisors
Massachusetts
$299K -$256 -2 -0.1%
DI
1266
Disciplined Investors
Texas
$299K -$32.9K -257 -10%
FBT
1267
First Bankers Trust
Kentucky
$298K – – –
CPC
1268
Consolidated Planning Corp
Georgia
$298K -$1.07M -8,338 -79%
PCM
1269
Polymer Capital Management
New York
$298K -$558K -4,359 -67%
SIAP
1270
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$298K – – –
FFBTD
1271
First Financial Bank - Trust Division
Ohio
$297K -$6.15K -48 -2%
BCP
1272
Blackhawk Capital Partners
Wisconsin
$297K -$50.9K -397 -15%
HFS
1273
Hantz Financial Services
Michigan
$297K +$19.5K +152 +7%
HAS
1274
HBW Advisory Services
California
$294K +$3.08K +24 +1%
AIM
1275
Acropolis Investment Management
Missouri
$293K +$60.7K +474 +24%
49 50
51
52 53