We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1601
Carolinas Wealth Consulting
North Carolina
$212K +$432 +3 +0.2%
CWM
1602
Collaborative Wealth Management
Florida
$212K +$187K +1,298 New
AGM
1603
Alpine Global Management
New York
$211K -$53.2K -369 -22%
FCCM
1604
First City Capital Management
Georgia
$210K +$186K +1,288 New
DI
1605
Diligent Investors
California
$209K +$185K +1,281 New
SIC
1606
Sigma Investment Counselors
Michigan
$209K +$184K +1,280 New
MSFS
1607
Main Street Financial Solutions
Pennsylvania
$209K +$184K +1,279 New
SNB
1608
Security National Bank
Nebraska
$209K – – –
SOS
1609
Silver Oak Securities
Tennessee
$209K +$184K +1,277 New
BAAM
1610
Baker Avenue Asset Management
California
$208K -$186K -1,292 -50%
WTB
1611
Washington Trust Bank
Washington
$208K -$175K -1,216 -49%
CRIG
1612
Charter Research & Investment Group
Connecticut
$208K +$183K +1,273 New
LFG
1613
Larson Financial Group
Missouri
$207K +$45.7K +317 +33%
OHWP
1614
Oak Harbor Wealth Partners
North Carolina
$207K +$183K +1,267 New
DWM
1615
Dopkins Wealth Management
New York
$207K +$182K +1,265 New
MCM
1616
Marathon Capital Management
Maryland
$206K -$1.97M -13,650 -92%
AFS
1617
Axiom Financial Strategies
Indiana
$206K +$182K +1,264 New
HCM
1618
Hengehold Capital Management
Ohio
$206K +$182K +1,263 New
DBIA
1619
Dumont & Blake Investment Advisors
New Jersey
$206K -$46.1K -320 -20%
DFCM
1620
Dark Forest Capital Management
Puerto Rico
$206K +$182K +1,262 New
JPWM
1621
Jamison Private Wealth Management
Georgia
$206K +$2.16K +15 +1%
CAL
1622
Capital Advisors Ltd
Ohio
$206K +$3.31K +23 +2%
HIC
1623
Holderness Investments Company
North Carolina
$206K +$181K +1,259 New
MFG
1624
Mosaic Financial Group
Illinois
$205K +$181K +1,254 New
SPWG
1625
Syntegra Private Wealth Group
Missouri
$205K +$181K +1,254 New
63 64
65
66 67