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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
676
V Wealth Advisors
Kansas
$736K -$29.6K -347 -4%
UIM
677
USS Investment Management
United Kingdom
$735K -$3.03M -35,495 -80%
RP
678
Rowlandmiller & Partners
Georgia
$734K – – –
ANTB
679
AMG National Trust Bank
Colorado
$730K +$125K +1,469 +19%
RWA
680
Redhawk Wealth Advisors
Minnesota
$724K +$278K +3,262 +57%
AT
681
American Trust
Kentucky
$723K -$20.4K -239 -3%
MA
682
Mutual Advisors
Nebraska
$722K +$132K +1,552 +21%
PGIM
683
Pacific Global Investment Management
California
$722K +$235K +2,753 +44%
NFG
684
Nations Financial Group
Iowa
$721K +$2.56K +30 +0.3%
CG
685
Caprock Group
Idaho
$721K +$15K +176 +2%
KS
686
Karpas Strategies
Connecticut
$719K – – –
EIP
687
Epoch Investment Partners
New York
$717K -$198K -2,325 -21%
FAIM
688
Financial Advocates Investment Management
Washington
$713K +$86.6K +1,016 +13%
MPI
689
Mairs & Power Inc
Minnesota
$710K +$418K +4,900 +126%
FNBTCON
690
First National Bank & Trust Co of Newtown
Pennsylvania
$709K – – –
KFP
691
KMG Fiduciary Partners
Ohio
$707K +$747K +8,765 New
TFA
692
Teamwork Financial Advisors
Texas
$702K -$1.14M -13,360 -61%
BOH
693
Bank of Hawaii
Hawaii
$701K -$1.71K -20 -0.2%
SC
694
Searle & Co
Connecticut
$700K – – –
PIM
695
Penobscot Investment Management
Massachusetts
$699K – – –
BAM
696
Belpointe Asset Management
Nevada
$692K -$18K -211 -2%
NW
697
NewEdge Wealth
Pennsylvania
$691K -$33.5K -393 -4%
NSIM
698
North Star Investment Management
Illinois
$691K +$341 +4 +0%
JWCA
699
J.W. Coons Advisors
Ohio
$690K +$154K +1,810 +27%
CM
700
CoreCommodity Management
Connecticut
$689K -$3.41K -40 -0.5%
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