We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1501
Jamison Private Wealth Management
Georgia
$291K +$689 +4 +0.2%
CF
1502
Centaurus Financial
California
$290K +$26.5K +154 +10%
NQWM
1503
Northwest Quadrant Wealth Management
Oregon
$289K -$3.1K -18 -1%
SL
1504
Sentry LLC
Tennessee
$289K – – –
SSWM
1505
Strait & Sound Wealth Management
California
$288K +$4.3K +25 +1%
SW
1506
SkyOak Wealth
Michigan
$288K -$21.5K -125 -7%
SCM
1507
SCS Capital Management
Massachusetts
$287K +$1.72K +10 +0.6%
NSUP
1508
NLB Skladi upravljanje premozenja
$287K – – –
OC
1509
Owlhouse Capital
New York
$287K +$293K +1,700 New
AIM
1510
AMI Investment Management
Indiana
$287K -$2.07K -12 -0.7%
AIM
1511
Athena Investment Management
California
$287K -$173K -1,007 -37%
CPW
1512
Crestmont Private Wealth
Texas
$287K – – –
VC
1513
Vicus Capital
Pennsylvania
$286K +$58.9K +342 +25%
BBA
1514
BLB&B Advisors
Pennsylvania
$286K +$344 +2 +0.1%
TF
1515
Threadgill Financial
Texas
$286K +$9.98K +58 +4%
1WM
1516
1900 Wealth Management
Texas
$286K +$291K +1,692 New
LI
1517
LRI Investments
Florida
$284K -$105K -608 -27%
CFO
1518
Cambient Family Office
Michigan
$283K -$20.5K -119 -7%
AAIM
1519
Asset Advisors Investment Management
Georgia
$283K – – –
GDP
1520
Great Diamond Partners
Maine
$283K – – –
SAG
1521
SageView Advisory Group
California
$282K +$26.7K +155 +10%
DIM
1522
Delta Investment Management
California
$282K – – –
PWMG
1523
Prestige Wealth Management Group
New Jersey
$281K +$178K +1,032 +163%
WFA
1524
Websterrogers Financial Advisors
South Carolina
$280K – – –
APC
1525
Aspire Private Capital
North Carolina
$280K -$8.61K -50 -3%
59 60
61
62 63