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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
626
Jacobi Capital Management
Pennsylvania
$668K +$8.99K +119 +1%
DFA
627
Delta Financial Advisors
Louisiana
$667K +$151 +2 +0%
FNT
628
First National Trust
Pennsylvania
$663K -$75.1K -993 -10%
DP
629
Dearborn Partners
Illinois
$663K +$130K +1,724 +23%
OCM
630
Orleans Capital Management
Louisiana
$659K -$1.07M -14,200 -61%
CFG
631
Citizens Financial Group
Rhode Island
$658K +$686K +9,077 New
RP
632
Rowlandmiller & Partners
Georgia
$656K +$408K +5,404 +148%
NIPH
633
NN Investment Partners Holdings
Netherlands
$654K -$6.93M -91,700 -91%
VFA
634
Valeo Financial Advisors
Indiana
$652K +$12.5K +165 +2%
CT
635
Caldwell Trust
Florida
$645K -$6.2K -82 -0.9%
KS
636
Karpas Strategies
Connecticut
$645K +$124K +1,641 +23%
ICM
637
Islay Capital Management
Texas
$643K – – –
A
638
Astrantus
Cyprus
$639K +$666K +8,815 New
DAM
639
Doheny Asset Management
California
$638K -$277K -3,668 -29%
BOH
640
Bank of Hawaii
Hawaii
$635K -$2.87K -38 -0.4%
CM
641
CoreCommodity Management
Connecticut
$635K – – –
IWA
642
Intercontinental Wealth Advisors
Texas
$635K +$13.3K +176 +2%
EFS
643
Econ Financial Services
Pennsylvania
$632K +$620K +8,206 New
SF
644
Summit Financial
New Jersey
$632K +$190K +2,520 +41%
MAM
645
Mystic Asset Management
Rhode Island
$631K +$659K +8,719 New
TA
646
Tiedemann Advisors
New York
$628K -$36.8K -487 -5%
NSIM
647
North Star Investment Management
Illinois
$619K +$302 +4 +0%
WP
648
WealthSource Partners
California
$618K -$3.17K -42 -0.5%
DT
649
Diversified Trust
Tennessee
$618K +$645K +8,530 New
VT
650
Vise Technologies
New York
$617K +$644K +8,517 New
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