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

Institutional Holders (2016Q1)
Portfolio Summary: 1,175 Institutional holders with a total value of $33,246,666,634.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 M&T BANK CORP 100 0 0.00% Call
2 Creative Planning 700 0 0.00% Put
3 Nelson Capital Management, LLC 9 1,000 0.00%
4 Kovack Advisors, Inc. 2 1,000 0.00% Call
5 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 28 2,000 0.00%
6 Winch Advisory Services, LLC 21 2,000 0.00%
7 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 24 2,000 0.00%
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 21 2,000 0.00%
9 USA MUTUALS ADVISORS, INC. 32 3,000 0.00%
10 CUTLER GROUP LLC / CA 2,500 3,000 0.00% Put
11 D. SCOTT NEAL, INC. 37 3,000 0.00%
12 Horrell Capital Management, Inc. 34 3,000 0.00%
13 FRED ALGER MANAGEMENT, LLC 56 5,000 0.00%
14 PROFICIO CAPITAL PARTNERS LLC 58 5,000 0.00%
15 Ironwood Financial, llc 55 5,000 0.00%
16 PINKERTON WEALTH, LLC 72 6,000 0.00%
17 Corbenic Partners LLC 75 6,000 0.00%
18 Lenox Wealth Management, Inc. 79 7,000 0.00%
19 WELLS FARGO & COMPANY/MN 10,000 8,000 0.00% Call
20 Weaver C. Barksdale & Associates, Inc. 94 8,000 0.00%
21 Perkins Coie Trust Co 100 9,000 0.00%
22 AllSquare Wealth Management LLC 100 9,000 0.00%
23 TD Securities (USA) LLC 106 9,000 0.00%
24 JFS WEALTH ADVISORS, LLC 125 11,000 0.00%
25 THOMPSON DAVIS & CO., INC. 127 11,000 0.00%
26 Focused Wealth Management, Inc 128 11,000 0.00%
27 EXANE DERIVATIVES 128 11,084 0.00%
28 KINGS POINT CAPITAL MANAGEMENT 136 12,000 0.00%
29 Lenox Wealth Advisors, LLC 152 13,000 0.00%
30 TD Capital Management LLC 156 14,000 0.00%
31 Edge Wealth Management LLC 166 14,000 0.00%
32 Commonwealth Financial Services, LLC 166 14,000 0.00%
33 STUART CHAUSSEE & ASSOCIATES, INC. 168 14,000 0.00%
34 Chicago Partners Investment Group LLC 173 15,000 0.00%
35 Bluefin Trading, LLC 175 15,000 0.00%
36 BALENTINE LLC 177 15,000 0.00%
37 SMITH ASSET MANAGEMENT GROUP LP 180 16,000 0.00%
38 Klingman & Associates, LLC 200 17,000 0.00%
39 WEALTHCARE CAPITAL MANAGEMENT LLC 200 17,000 0.00%
40 UBS Group AG 200 17,000 0.00% Call
41 ARMBRUSTER CAPITAL MANAGEMENT, INC. 200 17,000 0.00%
42 Lagoda Investment Management, L.P. 197 17,000 0.00%
43 MONROE BANK & TRUST/MI 213 18,000 0.00%
44 Whitnell & Co. 207 18,000 0.00%
45 BRAVE ASSET MANAGEMENT INC 220 19,000 0.00%
46 DUBUQUE BANK & TRUST CO 233 20,000 0.00%
47 TAYLOR WEALTH MANAGEMENT PARTNERS 229 20,000 0.00%
48 FIRST PREMIER BANK 245 21,000 0.00%
49 ISTHMUS PARTNERS, LLC 248 21,000 0.00%
50 SRH ADVISORS, LLC 248 21,000 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.