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PHILLIPS 66
PHILLIPS 66. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 1,185 Institutional holders with a total value of $31,423,573,104.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Kovack Advisors, Inc. 1 0 0.00% Call
2 SUMMIT SECURITIES GROUP LLC 4 0 0.00% Put
3 M&T BANK CORP 100 0 0.00% Call
4 WOLVERINE ASSET MANAGEMENT LLC 38 0 0.00% Put
5 Bluefin Trading, LLC 0 0 0.00% Put
6 Cetera Advisors LLC 200 1,000 0.00% Call
7 Nelson Capital Management, LLC 9 1,000 0.00%
8 LAZARD ASSET MANAGEMENT LLC 16 1,000 0.00%
9 Kovack Advisors, Inc. 1 1,000 0.00% Put
10 PINKERTON WEALTH, LLC 20 2,000 0.00%
11 AYALON INSURANCE COMP LTD. 20 2,000 0.00%
12 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24 2,000 0.00%
13 Sensible Financial Planning & Management, LLC. 25 2,000 0.00%
14 ADVANTAGE INVESTMENT MANAGEMENT, LLC 21 2,000 0.00%
15 THOMPSON DAVIS & CO., INC. 27 2,000 0.00%
16 Winch Advisory Services, LLC 21 2,000 0.00%
17 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 28 2,000 0.00%
18 D. SCOTT NEAL, INC. 37 3,000 0.00%
19 1832 Asset Management L.P. 40 3,000 0.00%
20 Horrell Capital Management, Inc. 34 3,000 0.00%
21 HALL LAURIE J TRUSTEE 50 4,000 0.00%
22 Global X Management CO LLC 50 4,000 0.00%
23 KALOS MANAGEMENT, INC. 4,199 4,000 0.00% PRN
24 FRED ALGER MANAGEMENT, LLC 56 5,000 0.00%
25 Corbenic Partners LLC 75 6,000 0.00%
26 Mitsubishi UFJ Securities Holdings Co., Ltd. 90 7,000 0.00%
27 Perkins Coie Trust Co 100 8,000 0.00%
28 Tower Research Capital LLC (TRC) 100 8,000 0.00%
29 JFS WEALTH ADVISORS, LLC 100 8,000 0.00%
30 AllSquare Wealth Management LLC 100 8,000 0.00%
31 Burt Wealth Advisors 105 8,000 0.00%
32 Weaver C. Barksdale & Associates, Inc. 94 8,000 0.00%
33 TD Securities (USA) LLC 107 9,000 0.00%
34 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 114 9,000 0.00%
35 Focused Wealth Management, Inc 127 10,000 0.00%
36 KINGS POINT CAPITAL MANAGEMENT 136 11,000 0.00%
37 Lenox Wealth Management, Inc. 129 11,000 0.00%
38 Lenox Wealth Advisors, LLC 152 12,000 0.00%
39 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 156 12,000 0.00%
40 TD Capital Management LLC 156 13,000 0.00%
41 Barton Investment Management 159 13,000 0.00%
42 Chicago Partners Investment Group LLC 173 14,000 0.00%
43 Commonwealth Financial Services, LLC 166 14,000 0.00%
44 PROFICIO CAPITAL PARTNERS LLC 170 14,000 0.00%
45 EXANE DERIVATIVES 185 15,132 0.00%
46 Avior Wealth Management, LLC 195 16,000 0.00%
47 WEALTHCARE CAPITAL MANAGEMENT LLC 200 16,000 0.00%
48 ARMBRUSTER CAPITAL MANAGEMENT, INC. 200 16,000 0.00%
49 Klingman & Associates, LLC 200 16,000 0.00%
50 Lagoda Investment Management, L.P. 197 16,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.