Phillips 66

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Phillips 66

$PSX

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NewIncreasedMaintainedDecreasedLiquidated
156033588
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
M&r Capital Management Inc03-31-2021Stock3,275Decreased-16.880.07267,000.00-2.9181.53Form 13
Park National Corp /oh/03-31-2021Com4,410Decreased-4.130.02359,000.0011.84161.46Form 13
First Financial Bank - Trust Division03-31-2021Common Stock2,857Decreased-2.060.03233,000.0014.22163.28Form 13
First National Bank Of Mount Dora, Trust Investment Services03-31-2021Com44,105Decreased-18.681.253,596,000.00-5.22163.04Form 13
Advocacy Wealth Management Services, Llc03-31-2021Stock470Maintained0.000.0139,000.0018.1882.98Form 13
Curbstone Financial Management Corp03-31-2021Com17,492Increased11.260.281,426,000.0029.6481.52Form 13
Pacer Advisors, Inc.03-31-2021Common Stock23,952Decreased-13.630.031,953,000.000.6781.54Form 13
Means Investment Co., Inc.03-31-2021Com4,353Increased0.050.08355,000.005.6581.55Form 13
Trust Co Of Toledo Na /oh/03-31-2021Com5,863Increased9.840.09478,000.0028.1581.53Form 13
Private Trust Co Na03-31-2021Equities4,631Increased18.200.00377,000.0037.5981.41Form 13
Truehand, Inc03-31-2021Energy460Maintained0.000.0238,000.00-5.0082.61Form 13
American Research & Management Co.03-31-2021Com3,784Decreased-10.630.07309,000.004.3981.66Form 13
Carroll Financial Associates, Inc.03-31-2021Stock7,478Increased17.030.04609,000.0036.5581.44Form 13
Somerset Trust Co03-31-2021Common Stock20,019Increased1.670.701,632,000.0018.52162.60Form 13
Bremer Bank National Association03-31-2021Com7,070Decreased-0.900.13577,000.0015.63163.26Form 13
Weaver Consulting Group03-31-2021Com5,811Maintained0.000.29474,000.0016.7581.57Form 13
Baldwin Brothers Inc/ma03-31-2021Com138New!0.000.0011,000.000.0079.71Form 13
Old Dominion Capital Management Inc03-31-2021Stock8,491New!0.000.16692,000.000.0081.50Form 13
Foundation Resource Management Inc03-31-2021Com69,025Decreased-1.121.345,628,000.0015.2681.54Form 13
First American Bank03-31-2021Common Stock28,966Increased16.050.152,362,000.0035.2881.54Form 13
Trust Co03-31-2021Com944Decreased-38.340.0677,000.00-28.0481.57Form 13
Deane Retirement Strategies, Inc.03-31-2021Com23,950Increased2.291.071,990,000.0021.4983.09Form 13
Larson Financial Group Llc03-31-2021Com174Maintained0.000.0012,000.000.0068.97Form 13
Pacifica Partners Inc.03-31-2021Com646Decreased-5.830.0453,000.0010.4282.04Form 13
Parcion Private Wealth Llc03-31-2021Com9,109Maintained0.000.08743,000.0016.6481.57Form 13
Neville Rodie & Shaw Inc03-31-2021Com21,372Maintained0.000.141,742,000.0016.52163.01Form 13
First National Bank Sioux Falls03-31-2021Common Stock3,175Maintained0.000.46259,000.0016.6781.57Form 13
Burke & Herbert Bank & Trust Co03-31-2021Common3,462Maintained0.000.19282,000.0016.5381.46Form 13
Calamos Advisors Llc03-31-2021Com59,320Increased3.190.034,837,000.0020.2981.54Form 13
Acropolis Investment Management, Llc03-31-2021Com4,799Decreased-24.260.04391,000.00-11.7481.48Form 13
Carnegie Capital Asset Management, Llc03-31-2021Com30,923Decreased-4.600.112,521,000.0011.2081.53Form 13
Highpoint Advisor Group Llc03-31-2021Common Stock5,601Decreased-2.460.05443,000.003.5079.09Form 13
First Premier Bank03-31-2021Com1,220Maintained0.000.0499,000.0015.12323.15Form 13
Regal Wealth Group, Inc.03-31-2021Com7New!0.000.001,000.000.00142.86Form 13
Trilogy Capital Inc.03-31-2021Com10,085Increased4.570.06822,000.0021.7881.51Form 13
Valeo Financial Advisors, Llc03-31-2021Stock4,940Decreased-22.270.02403,000.00-9.2381.58Form 13
Vanguard Capital Wealth Advisors03-31-2021Com3,444Decreased-31.699.99275,583,000.0077,529.0180,018.29Form 13
Private Capital Group, Llc03-31-2021Common Stock840Decreased-44.740.0268,000.00-35.8580.95Form 13
Farmers & Merchants Trust Co Of Long Beach03-31-2021Com4,622Decreased-7.820.12377,000.007.41164.24Form 13
O'keefe Stevens Advisory, Inc.03-31-2021Com27,966Increased0.431.432,237,000.0014.8479.99Form 13
Huntington National Bank03-31-2021Common Stock42,860Decreased-10.990.043,495,000.003.80163.07Form 13
Town & Country Bank & Trust Co Dba First Bankers Trust Co03-31-2021Com4,529Decreased-34.640.15369,000.00-23.9281.47Form 13
Norman Fields, Gottscho Capital Management, Llc03-31-2021Com2,575Decreased-51.370.09210,000.00-43.2481.55Form 13
Perkins Coie Trust Co03-31-2021Common Stock100Maintained0.000.008,000.0014.2980.00Form 13
Arvest Bank Trust Division03-31-2021Com21,787Decreased-10.090.101,777,000.004.84163.19Form 13
Norway Savings Bank03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Ballew Advisors, Inc03-31-2021Com7,040Increased100.000.22586,000.00130.71166.48Form 13
Redpoint Investment Management Pty Ltd03-31-2021Com11,597Maintained0.000.08946,000.0016.6581.57Form 13
Enterprise Trust & Investment Co03-31-2021Com1,200Maintained0.000.0498,000.0011.3681.67Form 13
Gofen & Glossberg Llc /il/03-31-2021Com4,791Increased22.280.01391,000.0042.7081.61Form 13
Royal London Asset Management Ltd03-31-2021Com156,659Increased1.680.0612,774,000.0018.5681.54Form 13
Welch & Forbes Llc03-31-2021Com6,693Decreased-9.740.01545,000.005.2181.43Form 13
First Citizens Bank & Trust Co03-31-2021Com3,409New!0.000.01278,000.000.00163.09Form 13
Moody National Bank Trust Division03-31-2021Com9,018Decreased-2.780.02736,000.0013.58163.64Form 13
Gateway Investment Advisers Llc03-31-2021Com243,691Increased0.120.2219,871,000.0016.7381.54Form 13
Farmers & Merchants Investments Inc03-31-2021Com37,331Maintained0.000.153,044,000.0016.5881.54Form 13
Country Club Trust Company, N.a.03-31-2021Com57,123Increased4.130.444,702,000.0021.40164.68Form 13
First National Bank Of Hutchinson03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Cypress Capital Group03-31-2021Common Stock12,619Decreased-2.320.151,029,000.0013.83326.24Form 13
Hartford Financial Management Inc.03-31-2021Com20,927Increased76.480.421,706,000.00105.7981.52Form 13
Adams Asset Advisors, Llc03-31-2021Com64,368Maintained0.001.135,248,000.000.0081.53Form 13
Advisornet Financial, Inc03-31-2021Stock7,214Increased6.350.04588,000.0024.0581.51Form 13
Fruth Investment Management03-31-2021Com12,695Decreased-1.170.321,035,000.0015.2681.53Form 13
Wealthtrust Axiom Llc03-31-2021Com8,673Decreased-5.380.24707,000.0010.3081.52Form 13
Clear Street Markets Llc03-31-2021Com4,800New!0.000.04391,000.000.0081.46Form 13
Westside Investment Management, Inc.03-31-2021Com1,487Decreased-0.878.273,134,000.002,913.4681,594.89Form 13
Fdx Advisors, Inc.03-31-2021Common Stock36,855Increased1126.460.113,005,000.00-91.8581.54Form 13
Plimoth Trust Co Llc03-31-2021Com2,526New!0.000.06206,000.000.00163.33Form 13
Gilbert & Cook, Inc.03-31-2021Com5,009Increased8.610.08408,000.0025.9381.45Form 13
First Bank & Trust03-31-2021Common Stock219Decreased-28.660.0118,000.00-14.2982.19Form 13
Farmers & Merchants Trust Co Of Chambersburg Pa03-31-2021Com5,679Increased698.730.35463,000.00826.0081.53Form 13
Global Trust Asset Management, Llc03-31-2021Com3,116Decreased-21.630.14254,000.00-8.6381.51Form 13
Sound Income Strategies, Llc03-31-2021Com11Decreased-91.850.00897,000.009,866.6781,545.45Form 13
Johnson Midwest Financial, Llc03-31-2021Com19Maintained0.000.002,000.00100.00105.26Form 13
Global Retirement Partners, Llc03-31-2021Com157Decreased-21.110.0013,000.00-7.1482.80Form 13
Nachman Norwood & Parrott, Inc03-31-2021Com33,156Increased0.340.292,704,000.0017.01163.55Form 13
Charles Schwab Trust Co03-31-2021Com4,978Decreased-30.530.09414,000.00-17.3783.17Form 13
Tsfg, Llc03-31-2021Common Stock225Maintained0.000.0118,000.0012.5080.00Form 13
Cva Family Office, Llc03-31-2021Com188Increased82.520.0115,000.00114.2979.79Form 13
Heron Financial Group, Llc03-31-2021Com8,482Decreased-2.920.43705,000.0012.2683.12Form 13
Gleason Group, Inc.03-31-2021Com402Increased1.260.0133,000.0017.8682.09Form 13
Bennett Selby Investments Lp03-31-2021Com3,802Maintained0.000.24310,000.000.0081.54Form 13
Veriti Management Llc03-31-2021Com6,861Increased8.170.15559,000.0025.9081.48Form 13
Stock Yards Bank & Trust Co03-31-2021Common Stock12,562Decreased-2.280.071,024,000.0013.90163.00Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock2,668Increased3.250.00218,000.0020.4481.71Form 13
Rothschild Investment Corp /il03-31-2021Com28,404Increased3.120.202,316,000.0020.2581.54Form 13
Optimum Investment Advisors03-31-2021Com1,238Decreased-44.060.03101,000.00-34.8481.58Form 13
Spirit Of America Management Corp/ny03-31-2021Stock89,832Decreased-2.181.737,325,000.0014.06163.05Form 13
Bennicas & Associates, Inc.03-31-2021Com5,408Decreased-1.820.25441,000.0014.5581.55Form 13
Peoples Financial Services Corp.03-31-2021Common Stock7,110Maintained0.000.25580,000.0016.70163.17Form 13
Mcdonald Partners Llc03-31-2021Com36,273Increased2.970.592,958,000.0020.0581.55Form 13
Crossmark Global Holdings, Inc.03-31-2021Com126,594Increased2.880.2610,322,000.0019.9481.54Form 13
Retirement Systems Of Alabama03-31-2021Com162,920Decreased-7.140.0513,284,000.008.2681.54Form 13
Crescent Capital Consulting, Llc03-31-2021Common Stock3,882Maintained0.000.05315,000.0016.241,041.11Form 13
New Capital Management Lp03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Gps Wealth Strategies Group, Llc03-31-2021Common Stock516New!0.000.0142,000.000.0081.40Form 13
Cx Institutional03-31-2021Com905Decreased-82.970.0174,000.00-80.0581.77Form 13
Symphony Financial, Ltd. Co.03-31-2021Com5,990Increased56.230.13484,000.0080.6080.80Form 13
Wolff Wiese Magana Llc03-31-2021Com184Maintained0.000.0115,000.0015.3881.52Form 13
First Financial Corp /in/03-31-2021Common Stock420Maintained0.000.0234,000.0017.2480.95Form 13
City Holding Co03-31-2021Common Stock22,578Increased1.070.351,841,000.0017.86161.55Form 13
First Midwest Bank Trust Division03-31-2021Com5,679Decreased-16.200.06463,000.00-2.32162.99Form 13
Leavell Investment Management, Inc.03-31-2021Com39,085Increased25.120.263,187,000.0045.8681.54Form 13
Umb Bank N A/mo03-31-2021Common33,082Decreased-2.010.062,698,000.0014.27163.11Form 13
Adirondack Trust Co03-31-2021Energy8,406Increased25.070.36685,000.0050.22162.76Form 13
Trust Co Of Vermont03-31-2021Com2,891Increased0.870.02236,000.0018.00163.99Form 13
Country Trust Bank03-31-2021Common Stock150Maintained0.000.0012,000.0020.0080.00Form 13
Motco03-31-2021Com84,289Decreased-0.860.496,873,000.0015.59162.94Form 13
Penbrook Management Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Vigilant Capital Management, Llc03-31-2021Common Stock700New!0.000.0157,000.000.0081.43Form 13
Wallington Asset Management, Llc03-31-2021Com105,051Increased1.901.558,566,000.0018.7981.54Form 13
Harbor Investment Advisory, Llc03-31-2021Stock6,510Increased67.440.08531,000.0095.2281.57Form 13
Next Financial Group, Inc03-31-2021Com5,218Decreased-0.870.04425,000.0015.18162.76Form 13
Fort Pitt Capital Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Fort Pitt Capital Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Bogart Wealth, Llc03-31-2021Stock154Increased926.670.0013,000.001,200.0084.42Form 13
Columbia Trust Co 0101201603-31-2021Com5,019Increased38.070.25408,000.0061.26161.34Form 13
Hya Advisors, Inc03-31-2021Stock4,707Increased6.250.18384,000.0023.8781.58Form 13
Tennessee Valley Asset Management Partners03-31-2021Com9,035Decreased-11.200.19737,000.003.5181.57Form 13
Miller Howard Investments Inc /ny03-31-2021Com6,323Increased5.650.02516,000.0023.1581.61Form 13
Pinnacle Financial Partners Inc03-31-2021Com3,928Decreased-14.900.01307,000.001.66233.38Form 13
Wbh Advisory Inc03-31-2021Com4,444Increased8.340.06362,000.0017.1581.46Form 13
Bowling Portfolio Management Llc03-31-2021Com17,560Decreased-8.000.341,432,000.007.2781.55Form 13
North Star Investment Management Corp.03-31-2021Stock8,621Increased0.050.07703,000.0016.5881.55Form 13
Aull & Monroe Investment Management Corp03-31-2021Com7,352Decreased-2.000.29599,000.0014.3181.47Form 13
Arlington Partners Llc03-31-2021Com20New!0.000.002,000.000.00100.00Form 13
Barnett & Company, Inc.03-31-2021Com575Decreased-14.810.0347,000.000.0081.74Form 13
Cardinal Capital Management03-31-2021Common Stock18,569Increased2.480.331,514,000.0019.4981.53Form 13
Bartlett & Co. Llc03-31-2021Com13,720Decreased-0.090.021,119,000.0016.5681.56Form 13
Polaris Wealth Advisory Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Riverview Trust Co03-31-2021Com232Maintained0.000.0219,000.0018.7581.90Form 13
Barry Investment Advisors, Llc03-31-2021Com12,777Decreased-7.290.291,042,000.008.0981.55Form 13
Rfg Advisory, Llc03-31-2021Com6,175Increased41.820.05504,000.0063.6481.62Form 13
Sugarloaf Wealth Management, Llc03-31-2021Com446Maintained0.000.0136,000.0016.1380.72Form 13
Douglas Lane & Associates, Llc03-31-2021Common2,453New!0.000.00200,000.000.0081.53Form 13
Ifg Advisory, Llc03-31-2021Common Stock4,185Increased19.850.04341,000.0039.7581.48Form 13
Congress Park Capital Llc03-31-2021Com6,140Maintained0.000.28501,000.0016.7881.60Form 13
Landsberg, Bennett, & Dubbaneh Llc03-31-2021Com9,330Increased21.830.11776,000.0044.7883.17Form 13
International Assets Investment Management, Llc03-31-2021Com14,489Increased105.990.06651,000.00128.4289.61Form 13
Mtm Investment Management, Llc03-31-2021Com6,590Decreased-6.800.30537,000.008.4881.49Form 13
Kesler, Norman & Wride, Llc03-31-2021Com11,169Increased16.090.23911,000.0035.3681.57Form 13
Creative Financial Designs Inc /adv03-31-2021Stock279Increased720.590.0023,000.001,050.0082.44Form 13
Peoples Bank /oh03-31-2021Common Stock6,775Increased16.310.30552,000.0035.63162.73Form 13
Oregon Public Employees Retirement Fund03-31-2021Com36,312Increased5.650.042,961,000.0023.1781.54Form 13
Meag Munich Ergo, Kapitalanlagegesellschaft Mbh03-31-2021Com12,529Maintained0.000.101,022,000.000.0081.57Form 13
Cullinan Associates Inc03-31-2021Com7,374Increased84.950.03601,000.00115.4181.50Form 13
Central Bank & Trust Co03-31-2021Common Stock15,684Decreased-12.360.221,279,000.002.1681.55Form 13
Canal Insurance Co03-31-2021Com32,500Maintained0.000.002,650,000.0016.5981.54Form 13
Bangor Savings Bank03-31-2021Common Stock12,079Decreased-8.580.12985,000.006.60162.26Form 13
Busey Wealth Management03-31-2021Common Stock2,690New!0.000.01219,000.000.0081.41Form 13
Tributary Capital Management, Llc03-31-2021Com2,750New!0.000.02224,000.000.0081.45Form 13
Exchange Traded Concepts, Llc03-31-2021Com296New!0.000.0024,000.000.0081.08Form 13
Regent Investment Management Llc03-31-2021Com6,252Decreased-10.220.13510,000.004.7281.57Form 13
Murphy Pohlad Asset Management Llc03-31-2021Com21,525Maintained0.000.771,755,000.0016.6181.53Form 13
Telemus Capital, Llc03-31-2021Com15,170Increased4.050.091,245,000.0022.0682.07Form 13
Private Ocean, Llc03-31-2021Com440Maintained0.000.0136,000.0016.1381.82Form 13
Gemmer Asset Management Llc03-31-2021Com964Maintained0.000.0179,000.0017.9181.95Form 13
Dorchester Wealth Management Co03-31-2021Com5,235Maintained0.000.11427,000.0016.6781.57Form 13
V Wealth Advisors Llc03-31-2021Com11,863Increased12.540.18968,000.0031.34163.27Form 13
Sevenbridge Financial Group, Llc03-31-2021Equities27,666Increased1.120.822,256,000.0017.9381.54Form 13
First Command Bank03-31-2021Com100Decreased-88.001.328,000.00-86.2180.00Form 13
First Command Financial Services, Inc.03-31-2021Com100Decreased-88.000.008,000.00-86.2180.00Form 13
Unison Advisors Llc03-31-2021Com32,410Increased1.250.512,642,000.0018.0081.52Form 13
Cfo4life Group, Llc03-31-2021Com2,579New!0.000.05210,000.000.0081.43Form 13
Successful Portfolios Llc03-31-2021Com4,293Maintained0.000.23350,000.0016.6781.53Form 13
Aries Wealth Management03-31-2021Com2,860Decreased-0.690.10227,000.0011.2779.37Form 13
Fortem Financial Group, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Great Valley Advisor Group, Inc.03-31-2021Com5,942Increased2.220.05484,000.0018.9281.45Form 13
Austin Private Wealth, Llc03-31-2021Com4,733Increased0.360.10386,000.0016.9781.56Form 13
S.a. Mason Llc03-31-2021Com4,639Increased8.160.28378,000.0026.0081.48Form 13
Klaas Financial Asset Advisors, Llc03-31-2021Common Stock374Increased1.080.0131,000.0019.2382.89Form 13
Piscataqua Savings Bank03-31-2021Equities1,236New!0.000.09100,000.000.00161.56Form 13
Pds Planning, Inc03-31-2021Com4,216Decreased-4.720.10344,000.0011.3381.59Form 13
Toth Financial Advisory Corp03-31-2021Com682Maintained0.000.0156,000.0016.6782.11Form 13