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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NICM
701
Neo Ivy Capital Management
New York
$881K +$898K +9,237 New
PPW
702
Parcion Private Wealth
Washington
$879K -$1.65K -17 -0.2%
AO
703
Advisor OS
Illinois
$874K -$450K -4,629 -34%
RP
704
Rowlandmiller & Partners
Georgia
$872K +$4.86K +50 +0.5%
MGIA
705
Matthew Goff Investment Advisor
Texas
$871K +$292K +3,000 +49%
CWM
706
Connecticut Wealth Management
Connecticut
$869K -$13.6K -140 -2%
TCM
707
Twin Capital Management
Pennsylvania
$869K -$32K -329 -3%
S
708
SignatureFD
Georgia
$867K -$20.6K -212 -2%
DFA
709
Delta Financial Advisors
Louisiana
$866K -$12.5K -129 -1%
AWM
710
Apollon Wealth Management
South Carolina
$865K -$72.3K -744 -8%
GIA
711
Guyasuta Investment Advisors
Pennsylvania
$864K +$12.2K +125 +1%
GT
712
Greenleaf Trust
Michigan
$861K -$26K -267 -3%
KS
713
Karpas Strategies
Connecticut
$849K – – –
PGIM
714
Pacific Global Investment Management
California
$843K +$778 +8 +0.1%
CG
715
CFO4Life Group
Texas
$842K -$40.6K -418 -5%
CT
716
Columbia Trust
Oregon
$831K +$292 +3 +0%
FNBTCON
717
First National Bank & Trust Co of Newtown
Pennsylvania
$813K – – –
OHWA
718
Oak Hill Wealth Advisors
Virginia
$813K -$21K -216 -2%
CM
719
CoreCommodity Management
Connecticut
$812K – – –
VCA
720
Verdence Capital Advisors
Maryland
$811K +$97 +1 +0%
WA1
721
Wimmer Associates 1
California
$811K +$14.4K +148 +2%
BOH
722
Bank of Hawaii
Hawaii
$811K -$19.9K -205 -2%
CPC
723
Cookson Peirce & Co
Pennsylvania
$811K +$164K +1,682 +25%
PTC
724
Petrus Trust Company
Texas
$807K -$10K -103 -1%
TNBTD
725
Trustmark National Bank Trust Department
Mississippi
$807K -$70.1K -721 -8%
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