We are live on ! Find out more
PSX icon

Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1626
Cardiff Park Advisors
California
$235K – – –
PTCG
1627
Pring Turner Capital Group
California
$235K – – –
BWM
1628
Bullock Wealth Management
Indiana
$235K +$231K +1,344 New
SAM
1629
Secure Asset Management
Michigan
$234K -$3.96K -23 -2%
LRPA
1630
L. Roy Papp & Associates
Arizona
$233K – – –
SC
1631
Saiph Capital
New Jersey
$233K +$237K +1,379 New
HNWA
1632
Henrickson Nauta Wealth Advisors
Michigan
$232K +$1.03K +6 +0.4%
AW
1633
Avion Wealth
Texas
$232K +$2.58K +15 +1%
HBT
1634
Heartland Bank & Trust
Illinois
$232K +$5.68K +33 +2%
JC
1635
JB Capital
Connecticut
$232K -$1.72K -10 -0.7%
SFWA
1636
Summit Financial Wealth Advisors
Louisiana
$231K -$143K -831 -38%
EIP
1637
Ellis Investment Partners
Pennsylvania
$231K +$32K +186 +16%
ACIM
1638
Azimuth Capital Investment Management
Michigan
$231K – – –
EFSCE
1639
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$234K +1,360 New
MWA
1640
Meridian Wealth Advisors
Texas
$230K +$15.5K +90 +7%
EB
1641
Eastern Bank
Massachusetts
$229K -$861 -5 -0.4%
JEST
1642
JTC Employer Solutions Trustee
Jersey
$229K – – –
CST
1643
Charles Schwab Trust
Nevada
$229K +$30.1K +175 +15%
MCC
1644
Money Concepts Capital
Florida
$229K +$4.48K +26 +2%
AF
1645
Advisornet Financial
Minnesota
$229K +$29.6K +172 +15%
CWA
1646
CM Wealth Advisors
Ohio
$229K +$233K +1,353 New
PGWM
1647
Parisi Gray Wealth Management
New Jersey
$229K -$3.27K -19 -1%
HCC
1648
Hirtle Callaghan & Co
Pennsylvania
$228K – – –
KA
1649
KLCM Advisors
Wisconsin
$228K – – –
NRC
1650
New Republic Capital
North Carolina
$228K +$27.4K +159 +13%
64 65
66
67 68