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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
726
Machina Capital
France
$488K +$265K +3,500 +108%
VHAM
727
Van Hulzen Asset Management
California
$487K +$508K +6,715 New
ACG
728
Allen Capital Group
Nebraska
$486K +$45.4K +601 +10%
RG
729
Retirement Group
California
$484K +$45.9K +607 +10%
EF
730
Empirical Finance
Pennsylvania
$484K +$92.7K +1,227 +23%
WHG
731
Westwood Holdings Group
Texas
$484K +$99.4K +1,315 +25%
APA
732
American Portfolios Advisors
New York
$483K -$151 -2 -0%
I
733
INVST
Indiana
$481K +$433K +5,728 New
TAM
734
Tocqueville Asset Management
New York
$476K +$20.8K +275 +4%
WAM
735
Weatherly Asset Management
California
$473K -$1.97K -26 -0.4%
MIM
736
Miller Investment Management
Pennsylvania
$471K – – –
USGIU
737
U.S. Global Investors (USGI)
Texas
$471K – – –
CCMG
738
Clark Capital Management Group
Pennsylvania
$471K +$18.8K +249 +4%
CFA
739
Carroll Financial Associates
North Carolina
$469K +$18K +238 +4%
PGIM
740
Pacific Global Investment Management
California
$468K -$19.7K -260 -4%
WC
741
Westhampton Capital
North Carolina
$468K +$52.9K +700 +12%
TWC
742
TD Waterhouse Canada
Ontario, Canada
$467K +$442K +5,844 New
SSB
743
Sandy Spring Bank
Maryland
$467K -$15.1K -200 -3%
CCA
744
Childress Capital Advisors
Texas
$466K +$25.2K +333 +5%
WA
745
Wealth Alliance
New York
$466K +$35.8K +473 +8%
SSA
746
South Street Advisors
New York
$465K – – –
CC
747
Corsicana & Co
Texas
$464K +$22.3K +295 +5%
AHC
748
Adell Harriman & Carpenter
Texas
$464K -$18.1K -239 -4%
BEI
749
Benjamin Edwards Inc
Missouri
$462K +$469K +6,208 +3,785%
FFM
750
Forum Financial Management
Illinois
$462K +$482K +6,382 New
28 29
30
31 32