We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1451
CRA Financial Services
New Jersey
$223K +$200K +1,675 New
APC
1452
Aspire Private Capital
North Carolina
$222K – – –
BFIM
1453
Beese Fulmer Investment Management
Ohio
$222K – – –
PWLP
1454
Prio Wealth Limited Partnership
Massachusetts
$222K – – –
GG
1455
Greenwood Gearhart
Arkansas
$222K – – –
CA
1456
Claro Advisors
Massachusetts
$221K +$199K +1,663 New
AGM
1457
Alpine Global Management
New York
$221K +$199K +1,663 New
BIC
1458
Beach Investment Counsel
Pennsylvania
$221K -$102K -850 -34%
OCM
1459
Objective Capital Management
Ohio
$221K +$198K +1,659 New
FPAS
1460
Focus Partners Advisor Solutions
Missouri
$221K -$104K -873 -35%
WP
1461
Wealthspan Partners
Iowa
$220K +$198K +1,656 New
DDPIC
1462
Deroy & Devereaux Private Investment Counsel
Michigan
$220K +$197K +1,650 New
SC
1463
Sapient Capital
Indiana
$219K +$197K +1,648 New
BTWM
1464
Baker Tilly Wealth Management
Wisconsin
$219K -$75.2K -629 -28%
CC
1465
Chicago Capital
Illinois
$219K +$196K +1,642 New
WA
1466
Wambolt & Associates
Colorado
$219K -$21.9K -183 -10%
BFO
1467
Biltmore Family Office
North Carolina
$218K +$196K +1,639 New
PCTC
1468
Perkins Coie Trust Company
Washington
$218K -$359 -3 -0.2%
TIA
1469
Tiemann Investment Advisors
California
$217K +$195K +1,630 New
HWMT
1470
Heritage Wealth Management (Texas)
Texas
$217K -$8.61K -72 -4%
LIM
1471
Loudon Investment Management
New Hampshire
$217K +$194K +1,627 New
GM
1472
GeoWealth Management
Illinois
$216K +$194K +1,621 New
AWA
1473
Alaska Wealth Advisors
Alaska
$216K +$194K +1,622 New
PWM
1474
Paulson Wealth Management
Illinois
$215K +$193K +1,616 New
FSA
1475
Fort Sheridan Advisors
Illinois
$214K +$192K +1,607 New
57 58
59
60 61