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

Institutional Holders (2016Q3)
Portfolio Summary: 1,146 Institutional holders with a total value of $30,088,953,751.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 NEWFOUND RESEARCH LLC 5 0 0.00%
2 M&T BANK CORP 1 0 0.00% Call
3 PROFICIO CAPITAL PARTNERS LLC 15 1,000 0.00%
4 Nelson Capital Management, LLC 7 1,000 0.00%
5 TAYLOR WEALTH MANAGEMENT PARTNERS 29 2,000 0.00%
6 ADVANTAGE INVESTMENT MANAGEMENT, LLC 21 2,000 0.00%
7 Winch Advisory Services, LLC 22 2,000 0.00%
8 Horrell Capital Management, Inc. 34 3,000 0.00%
9 Ironwood Financial, llc 55 4,000 0.00%
10 FRED ALGER MANAGEMENT, LLC 56 5,000 0.00%
11 Corbenic Partners LLC 75 6,000 0.00%
12 Lenox Wealth Management, Inc. 79 6,000 0.00%
13 LBA Wealth Management, LLC 70 6,000 0.00%
14 NewSquare Capital LLC 93 7,000 0.00%
15 AllSquare Wealth Management LLC 100 8,000 0.00%
16 JFS WEALTH ADVISORS, LLC 100 8,000 0.00%
17 Burt Wealth Advisors 105 8,000 0.00%
18 Weaver C. Barksdale & Associates, Inc. 94 8,000 0.00%
19 COUNTRY TRUST BANK 100 8,000 0.00%
20 Perkins Coie Trust Co 100 8,000 0.00%
21 EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 117 9,000 0.00%
22 Focused Wealth Management, Inc 129 10,000 0.00%
23 Exchange Capital Management, Inc. 125 10,000 0.00%
24 ASSET PLANNING SERVICES, LTD. 125 10,000 0.00%
25 KINGS POINT CAPITAL MANAGEMENT 136 11,000 0.00%
26 DUBUQUE BANK & TRUST CO 138 11,000 0.00%
27 PEDDOCK CAPITAL ADVISORS, LLC 138 11,000 0.00%
28 CUTLER GROUP LLC / CA 10,400 12,000 0.00% Put
29 PATHSTONE FAMILY OFFICE, LLC 152 12,000 0.00%
30 TD Capital Management LLC 156 13,000 0.00%
31 Commonwealth Financial Services, LLC 166 13,000 0.00%
32 Edge Wealth Management LLC 168 14,000 0.00% SH
33 STUART CHAUSSEE & ASSOCIATES, INC. 168 14,000 0.00%
34 BALENTINE LLC 177 14,000 0.00%
35 Live Your Vision, LLC 181 15,000 0.00%
36 Lagoda Investment Management, L.P. 197 16,000 0.00%
37 Lenox Wealth Advisors, LLC 197 16,000 0.00%
38 Avior Wealth Management, LLC 198 16,000 0.00%
39 SMITH ASSET MANAGEMENT GROUP LP 200 16,000 0.00%
40 ARMBRUSTER CAPITAL MANAGEMENT, INC. 200 16,000 0.00%
41 TRUST DEPARTMENT MB FINANCIAL BANK N A 200 16,000 0.00%
42 WEALTHCARE CAPITAL MANAGEMENT LLC 200 16,000 0.00%
43 Whitnell & Co. 210 17,000 0.00%
44 BRAVE ASSET MANAGEMENT INC 220 18,000 0.00%
45 Riggs Asset Managment Co. Inc. 230 19,000 0.00%
46 SRH ADVISORS, LLC 248 20,000 0.00%
47 PHYSICIANS FINANCIAL SERVICES, INC. 255 20,000 0.00%
48 ISTHMUS PARTNERS, LLC 248 20,000 0.00%
49 SHARKEY, HOWES & JAVER 261 21,000 0.00%
50 PINNACLE FINANCIAL PARTNERS INC 268 22,000 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.