PHILLIPS 66
| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Simmons Bank | 74,319 | 75,232 | +913 | 0.64 | 0.92 | +0.28 | buy |
| Capital Investment Advisors, LLC | 3,802 | 4,331 | +529 | 0.01 | 0.01 | +0.00 | buy |
| Douglas Lane & Associates, LLC | 2,290 | 2,448 | +158 | 0.00 | 0.01 | +0.00 | buy |
| CWA Asset Management Group, LLC | 3,336 | 3,430 | +94 | 0.02 | 0.02 | +0.01 | buy |
| HANTZ FINANCIAL SERVICES, INC. | 2,410 | 2,429 | +19 | 0.00 | 0.01 | +0.00 | buy |
| TCI Wealth Advisors, Inc. | 1,659 | 1,661 | +2 | 0.01 | 0.02 | +0.00 | buy |
| SevenBridge Financial Group, LLC | 38,496 | 38,469 | -27 | 0.87 | 0.97 | +0.10 | sell |
| NAPLES GLOBAL ADVISORS, LLC | 2,124 | 1,790 | -334 | 0.02 | 0.02 | +0.00 | sell |
| Probity Advisors, Inc. | 6,166 | 5,820 | -346 | 0.13 | 0.17 | +0.04 | sell |
| Segment Wealth Management, LLC | 14,071 | 13,631 | -440 | 0.11 | 0.15 | +0.04 | sell |