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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GT
701
Greenleaf Trust
Michigan
$943K +$22.9K +225 +2%
S
702
SignatureFD
Georgia
$943K +$231K +2,271 +32%
CWM
703
Connecticut Wealth Management
Connecticut
$938K +$14.7K +145 +2%
CG
704
CFO4Life Group
Texas
$937K -$20.3K -200 -2%
PPW
705
Parcion Private Wealth
Washington
$936K +$1.73K +17 +0.2%
DFA
706
Delta Financial Advisors
Louisiana
$934K +$203 +2 +0%
BCV
707
Banque Cantonale Vaudoise
Switzerland
$933K -$102K -1,000 -10%
TNBTD
708
Trustmark National Bank Trust Department
Mississippi
$930K -$978K -9,614 -51%
SC
709
Savant Capital
Illinois
$924K +$253K +2,491 +38%
VWA
710
V Wealth Advisors
Kansas
$924K +$45.9K +451 +5%
MA
711
Mutual Advisors
Nebraska
$923K +$41.3K +406 +5%
RP
712
Rowlandmiller & Partners
Georgia
$922K – – –
GI
713
Gradient Investments
Minnesota
$920K -$65.3K -642 -7%
AF
714
Allworth Financial
California
$912K +$390K +3,832 +74%
GIA
715
Guyasuta Investment Advisors
Pennsylvania
$906K -$57.3K -564 -6%
IAIM
716
Industrial Alliance Investment Management
Quebec, Canada
$906K +$908K +8,934 New
KS
717
Karpas Strategies
Connecticut
$903K – – –
SFS
718
Sowell Financial Services
Arkansas
$901K -$280K -2,749 -24%
PGIM
719
Pacific Global Investment Management
California
$896K -$3.15K -31 -0.3%
NAMA
720
Nikko Asset Management Americas
New York
$887K -$348K -3,421 -29%
DCM
721
Deuterium Capital Management
Florida
$887K +$535K +5,257 +151%
OHWA
722
Oak Hill Wealth Advisors
Virginia
$886K – – –
HT
723
HighTower Trust
Texas
$884K +$1.63K +16 +0.2%
BOH
724
Bank of Hawaii
Hawaii
$883K +$2.03K +20 +0.2%
CT
725
Columbia Trust
Oregon
$883K -$94.5K -929 -10%