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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
601
Fiduciary Trust
Massachusetts
$1.57M +$88.2K +716 +6%
EWM
602
Evercore Wealth Management
New York
$1.56M – – –
AAM
603
AR Asset Management
California
$1.56M – – –
FIM
604
Fruth Investment Management
Texas
$1.54M – – –
CIP
605
Convergence Investment Partners
Florida
$1.54M -$652K -5,291 -30%
SFS
606
Sowell Financial Services
Arkansas
$1.53M +$76.3K +619 +5%
RP
607
Rowlandmiller & Partners
Georgia
$1.52M +$32.3K +262 +2%
SPC
608
Sigma Planning Corp
Michigan
$1.52M -$46.2K -375 -3%
CV
609
Counterweight Ventures
North Carolina
$1.51M +$84.7K +687 +6%
DTL
610
Dynamic Technology Lab
Singapore
$1.51M +$1.5M +12,201 New
OWM
611
Orca Wealth Management
Florida
$1.5M +$3.45K +28 +0.2%
DAS
612
Dynamic Advisor Solutions
Arizona
$1.5M +$123 +1 +0%
FPAS
613
Focus Partners Advisor Solutions
Missouri
$1.5M +$334K +2,710 +29%
EH
614
Equitable Holdings
New York
$1.49M +$127K +1,033 +9%
KRSITF
615
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M -$1.14M -9,226 -43%
PFA
616
Pathway Financial Advisers
Indiana
$1.48M +$34.1K +277 +2%
GWM
617
Geneos Wealth Management
Colorado
$1.48M +$934K +7,575 +173%
OAM
618
Ostrum Asset Management
France
$1.47M -$38.9K -316 -3%
NWMG
619
Nicholson Wealth Management Group
South Carolina
$1.47M +$123 +1 +0%
WJWM
620
Williams Jones Wealth Management
New York
$1.46M -$30.8K -250 -2%
GLR
621
Great Lakes Retirement
Ohio
$1.46M +$115K +935 +9%
GIA
622
Gateway Investment Advisers
Ohio
$1.46M +$148K +1,200 +11%
EI
623
Ethic Inc
New York
$1.46M +$326K +2,649 +29%
SICM
624
Sustainable Insight Capital Management
New York
$1.46M +$1.45M +11,800 New
TFS
625
Thoroughbred Financial Services
Tennessee
$1.45M +$91.7K +744 +7%
23 24
25
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