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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
401
Prio Wealth Limited Partnership
Massachusetts
$3.94M -$732K -6,515 -16%
MPM
402
Meritage Portfolio Management
Kansas
$3.94M +$37.1K +330 +0.9%
FNBOO
403
First National Bank of Omaha
Nebraska
$3.91M -$130K -1,156 -3%
VEA
404
Virtus ETF Advisers
New York
$3.88M +$389K +3,459 +11%
ECM
405
ExodusPoint Capital Management
New York
$3.81M +$1.77M +15,751 +86%
PFS
406
Prospera Financial Services
Texas
$3.78M +$2.83M +25,188 +289%
PCM
407
Parsons Capital Management
Rhode Island
$3.77M -$108K -957 -3%
HCMT
408
Highland Capital Management (Tennessee)
Tennessee
$3.77M -$93.9K -836 -2%
N
409
Natixis
France
$3.75M -$7.39M -65,822 -66%
OIM
410
Opus Investment Management
Massachusetts
$3.73M – – –
AF
411
Arrow Financial
New York
$3.7M +$77.5K +690 +2%
WIM
412
Wilen Investment Management
Florida
$3.69M -$224K -1,998 -6%
MME
413
Meag Munich Ergo
Germany
$3.67M +$97.2K +865 +3%
MLL
414
Moody Lynn & Lieberson
Massachusetts
$3.66M -$763K -6,794 -17%
TPCW
415
TD Private Client Wealth
New York
$3.62M +$3.65M +32,525 New
CIC
416
Canal Insurance Company
South Carolina
$3.62M – – –
GAM
417
Garrison Asset Management
Arkansas
$3.62M -$50.4K -449 -1%
AOWM
418
Alpha Omega Wealth Management
Virginia
$3.62M +$146K +1,301 +4%
MIM
419
Marco Investment Management
Georgia
$3.61M -$31.1K -277 -0.8%
NMERB
420
New Mexico Educational Retirement Board
New Mexico
$3.59M – – –
SC
421
SouthState Corp
Florida
$3.58M +$45.3K +403 +1%
VIA
422
Vident Investment Advisory
Georgia
$3.56M +$2.85M +25,382 +384%
KOCAA
423
Knights of Columbus Asset Advisors
Connecticut
$3.52M +$3.55M +31,595 New
CHC
424
City Holding Co
West Virginia
$3.51M -$10.2K -91 -0.3%
PAM
425
Panagora Asset Management
Massachusetts
$3.5M -$230K -2,050 -6%
15 16
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