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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
751
EP Wealth Advisors
California
$459K +$183K +2,254 +74%
GG
752
Gofen & Glossberg
Illinois
$455K -$28K -344 -6%
NCMW
753
Northern Capital Management (Wisconsin)
Wisconsin
$453K -$43.6K -537 -9%
NPC
754
National Planning Corporation
California
$452K -$198K -2,431 -30%
CIM
755
Corbyn Investment Management
Maryland
$452K -$11.9K -147 -3%
CCM
756
Compton Capital Management
Rhode Island
$449K -$16.3K -200 -4%
AIM
757
Anchor Investment Management
South Carolina
$449K +$421K +5,182 New
SCM
758
Schnieders Capital Management
California
$444K +$417K +5,133 New
BJL
759
Brighton Jones LLC
Washington
$443K -$7.8K -96 -2%
SFA
760
Sequoia Financial Advisors
Ohio
$442K +$63.6K +783 +18%
PIA
761
Peachtree Investment Advisors
Georgia
$441K – – –
PCMM
762
Private Capital Management (Minnesota)
Minnesota
$437K – – –
MCA
763
Mercer Capital Advisers
New Jersey
$435K – – –
UFG
764
United Fire Group
Iowa
$435K – – –
PRA
765
Parametric Risk Advisors
Connecticut
$433K +$406K +5,000 New
ICAS
766
Investors Capital Advisory Services
Massachusetts
$431K -$90.9K -1,118 -18%
BB
767
Bell Bank
North Dakota
$430K -$26.1K -321 -6%
IFAM
768
Institutional & Family Asset Management
Colorado
$429K – – –
CAM
769
Cypress Asset Management
Texas
$428K +$8.94K +110 +2%
WOC
770
West Oak Capital
California
$428K +$6.5K +80 +2%
WI
771
Wedgewood Investors
Pennsylvania
$426K – – –
BEC
772
Blue Edge Capital
Virginia
$424K +$398K +4,900 New
SLAM
773
Swiss Life Asset Management
$424K -$377K -4,634 -49%
BO
774
Bank OZK
Arkansas
$423K +$80.5K +990 +25%
PWAG
775
Polaris Wealth Advisory Group
California
$422K -$132K -1,620 -25%
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