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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
676
AQR Capital Management
Connecticut
$577K -$2.06M -26,301 -79%
BBNA
677
Bremer Bank National Association
Minnesota
$577K -$5.02K -64 -0.9%
PAM
678
Palisade Asset Management
Minnesota
$576K -$42.4K -540 -7%
FFWA
679
FRG Family Wealth Advisors
Washington
$576K -$29.4K -375 -5%
LW
680
Linscomb Wealth
Texas
$574K +$139K +1,771 +34%
VCM
681
Virtue Capital Management
Tennessee
$573K -$103K -1,318 -16%
CPO
682
Cerity Partners OCIO
New York
$571K -$2.12K -27 -0.4%
RG
683
Rikoon Group
New Mexico
$566K -$52.3K -667 -9%
WAM
684
Weatherly Asset Management
California
$562K +$33.4K +426 +7%
CAM
685
Campion Asset Management
Virginia
$562K +$541K +6,892 New
IFG
686
Independent Financial Group
California
$559K -$176K -2,247 -25%
FTDI
687
First Trust Direct Indexing
Massachusetts
$559K +$40.6K +518 +8%
FBC
688
Fairfield, Bush & Co
Connecticut
$556K +$165K +2,100 +44%
JWCA
689
J.W. Coons Advisors
Ohio
$555K – – –
PBO
690
Peoples Bank (Ohio)
Ohio
$552K +$74.5K +950 +16%
WF
691
Welch & Forbes
Massachusetts
$545K -$56.7K -722 -10%
MIM
692
MTM Investment Management
South Carolina
$537K -$37.7K -481 -7%
AFIA
693
America First Investment Advisors
Nebraska
$537K – – –
PFS
694
Prospera Financial Services
Texas
$537K +$20.8K +265 +4%
BHB
695
Bank Hapoalim BM
Israel
$536K +$114K +1,450 +28%
FLPIM
696
F.L. Putnam Investment Management
Massachusetts
$535K -$12.5K -159 -2%
HIA
697
Harbor Investment Advisory
Maryland
$531K +$206K +2,622 +67%
MIM
698
Miller Investment Management
Pennsylvania
$530K – – –
USGIU
699
U.S. Global Investors (USGI)
Texas
$530K – – –
NL
700
Navalign LLC
California
$530K +$510K +6,501 New