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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
701
CFM Wealth Partners
Texas
$1.75M -$157K -1,000 -9%
VF
702
Virtu Financial
New York
$1.74M +$1.49M +9,533 New
BP
703
BWM Planning
Texas
$1.73M +$247K +1,576 +20%
ECM
704
Evergreen Capital Management
Washington
$1.73M +$20.4K +130 +1%
VA
705
VestGen Advisors
Illinois
$1.72M +$626K +3,992 +68%
FMC
706
First Merchants Corp
Indiana
$1.72M -$53.7K -343 -4%
QCG
707
Quadrant Capital Group
Ohio
$1.72M +$44K +281 +3%
AI
708
Atom Investors
Texas
$1.72M +$667K +4,258 +82%
CM
709
Cercano Management
Washington
$1.71M -$176K -1,126 -11%
PCA
710
Pallas Capital Advisors
Massachusetts
$1.71M -$412K -2,630 -22%
BIA
711
Beacon Investment Advisors
Maryland
$1.71M +$2.66K +17 +0.2%
EPW
712
Evolve Private Wealth
California
$1.7M -$79.4K -507 -5%
TBA
713
Tower Bridge Advisors
Pennsylvania
$1.69M -$133K -849 -8%
VAM
714
Virtue Asset Management
Illinois
$1.69M -$9.87K -63 -0.7%
BCV
715
Banque Cantonale Vaudoise
Switzerland
$1.69M -$196K -1,252 -12%
AWCI
716
Alpine Woods Capital Investors
New York
$1.68M -$233K -1,489 -14%
FTWA
717
Fifth Third Wealth Advisors
Ohio
$1.67M +$162K +1,034 +13%
RBI
718
Raiffeisen Bank International
Austria
$1.66M -$1.12M -7,152 -44%
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$1.66M -$3.92K -25 -0.3%
PCM
720
Poehling Capital Management
Wisconsin
$1.66M -$11.9K -76 -0.8%
ICP
721
Impact Capital Partners
Colorado
$1.66M -$15.7K -100 -1%
WA1
722
Wimmer Associates 1
California
$1.65M +$8.78K +56 +0.6%
GCM
723
Graham Capital Management
Connecticut
$1.65M +$1.01M +6,440 +249%
CAWM
724
Capital Advisors Wealth Management
Washington
$1.64M +$61.9K +395 +5%
OIA
725
Oakmont Investment Advisors
Pennsylvania
$1.64M +$1.41M +8,981 New
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