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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
Patten & Patten
Tennessee
$2.04M +$417K +4,165 +26%
CCP
502
Corient Capital Partners
California
$2.04M +$19.3K +193 +1%
NFG
503
Next Financial Group
Texas
$2.03M -$528K -5,268 -21%
TCM
504
Twin Capital Management
Pennsylvania
$2.02M -$367K -3,662 -16%
SPC
505
Sigma Planning Corp
Michigan
$1.99M +$87.5K +873 +5%
AC
506
Alley Company
Illinois
$1.98M +$78.4K +782 +4%
S
507
Seeyond
France
$1.98M +$1.28M +12,722 +193%
AAM
508
Auxier Asset Management
Oregon
$1.97M +$16.5K +165 +0.9%
LIM
509
Leavell Investment Management
Alabama
$1.97M +$120K +1,193 +7%
MPAM
510
Murphy Pohlad Asset Management
Minnesota
$1.96M – – –
FIM
511
Fernwood Investment Management
Massachusetts
$1.95M +$55.1K +550 +3%
AWM
512
AE Wealth Management
Kansas
$1.94M -$69.6K -694 -4%
CCG
513
Cypress Capital Group
Florida
$1.94M +$39.1K +390 +2%
DIM
514
DC Investments Management
Virginia
$1.93M +$1.89M +18,890 New
MCM
515
Mitchell Capital Management
Kansas
$1.92M +$83.1K +829 +5%
HCM
516
Hengehold Capital Management
Ohio
$1.91M +$30.1K +300 +2%
IB
517
Intrust Bank
Kansas
$1.9M -$1.6K -16 -0.1%
FCBT
518
First Citizens Bank & Trust
North Carolina
$1.9M -$144K -1,436 -7%
ST
519
Somerset Trust
Pennsylvania
$1.89M +$9.82K +98 +0.5%
ECM
520
ExodusPoint Capital Management
New York
$1.88M +$1.84M +18,400 New
BRWA
521
B. Riley Wealth Advisors
Florida
$1.88M +$374K +3,730 +26%
AHC
522
Adell Harriman & Carpenter
Texas
$1.87M -$20K -200 -1%
SWP
523
Stratos Wealth Partners
Ohio
$1.87M +$11.4K +114 +0.6%
AP
524
Advisor Partners
California
$1.86M +$299K +2,983 +20%
CVM
525
Cheviot Value Management
California
$1.86M -$4.71K -47 -0.3%
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