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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
726
Linscomb Wealth
Texas
$501K -$7.32K -90 -2%
BDF
727
Balasa Dinverno & Foltz
$500K +$80.9K +995 +21%
WT
728
Whittier Trust
California
$497K -$77.9K -959 -14%
1SB
729
1ST Source Bank
Indiana
$497K -$7.23K -89 -2%
CFP
730
Cornerstone Financial Partners
North Carolina
$494K -$386K -4,745 -45%
WHG
731
Westwood Holdings Group
Texas
$492K +$462K +5,686 New
CCMW
732
Cypress Capital Management (Wyoming)
Wyoming
$481K +$8.13K +100 +2%
PVWM
733
Point View Wealth Management
New Jersey
$479K -$8.78K -108 -2%
CIC
734
Crawford Investment Counsel
Georgia
$475K -$46K -566 -9%
STMM
735
South Texas Money Management
Texas
$474K -$94.4K -1,161 -17%
SSP
736
Sapphire Star Partners
Washington
$474K +$236K +2,900 +100%
FMWA
737
Forvis Mazars Wealth Advisors
Missouri
$471K -$24.1K -297 -5%
PFSC
738
Peoples Financial Services Corp
Pennsylvania
$469K +$61K +750 +16%
WIP
739
Wellesley Investment Partners
Massachusetts
$467K +$117K +1,445 +37%
WC
740
Wexford Capital
Florida
$467K +$438K +5,390 New
ACM
741
Azimuth Capital Management
Michigan
$466K -$17.1K -211 -4%
AWMF
742
Arbor Wealth Management (Florida)
Florida
$465K – – –
HTC
743
Haverford Trust Company
Pennsylvania
$459K +$28K +345 +7%
EWA
744
EP Wealth Advisors
California
$459K +$183K +2,254 +74%
GG
745
Gofen & Glossberg
Illinois
$455K -$28K -344 -6%
NCMW
746
Northern Capital Management (Wisconsin)
Wisconsin
$453K -$43.6K -537 -9%
NPC
747
National Planning Corporation
California
$452K -$198K -2,431 -30%
CIM
748
Corbyn Investment Management
Maryland
$452K -$11.9K -147 -3%
CCM
749
Compton Capital Management
Rhode Island
$449K -$16.3K -200 -4%
AIM
750
Anchor Investment Management
South Carolina
$449K +$421K +5,182 New
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