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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
701
Parcion Private Wealth
Washington
$879K -$1.65K -17 -0.2%
AO
702
Advisor OS
Illinois
$874K -$450K -4,629 -34%
RP
703
Rowlandmiller & Partners
Georgia
$872K +$4.86K +50 +0.5%
MGIA
704
Matthew Goff Investment Advisor
Texas
$871K +$292K +3,000 +49%
CWM
705
Connecticut Wealth Management
Connecticut
$869K -$13.6K -140 -2%
TCM
706
Twin Capital Management
Pennsylvania
$869K -$32K -329 -3%
S
707
SignatureFD
Georgia
$867K -$20.6K -212 -2%
DFA
708
Delta Financial Advisors
Louisiana
$866K -$12.5K -129 -1%
AWM
709
Apollon Wealth Management
South Carolina
$865K -$72.3K -744 -8%
GIA
710
Guyasuta Investment Advisors
Pennsylvania
$864K +$12.2K +125 +1%
GT
711
Greenleaf Trust
Michigan
$861K -$26K -267 -3%
KS
712
Karpas Strategies
Connecticut
$849K – – –
PGIM
713
Pacific Global Investment Management
California
$843K +$778 +8 +0.1%
CG
714
CFO4Life Group
Texas
$842K -$40.6K -418 -5%
CT
715
Columbia Trust
Oregon
$831K +$292 +3 +0%
FNBTCON
716
First National Bank & Trust Co of Newtown
Pennsylvania
$813K – – –
OHWA
717
Oak Hill Wealth Advisors
Virginia
$813K -$21K -216 -2%
CM
718
CoreCommodity Management
Connecticut
$812K – – –
VCA
719
Verdence Capital Advisors
Maryland
$811K +$97 +1 +0%
WA1
720
Wimmer Associates 1
California
$811K +$14.4K +148 +2%
BOH
721
Bank of Hawaii
Hawaii
$811K -$19.9K -205 -2%
CPC
722
Cookson Peirce & Co
Pennsylvania
$811K +$164K +1,682 +25%
PTC
723
Petrus Trust Company
Texas
$807K -$10K -103 -1%
TNBTD
724
Trustmark National Bank Trust Department
Mississippi
$807K -$70.1K -721 -8%
CG
725
Colony Group
Massachusetts
$803K +$55.9K +575 +7%
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