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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
751
Corbyn Investment Management
Maryland
$416K +$14.1K +182 +4%
CCM
752
Compton Capital Management
Rhode Island
$414K -$3.89K -50 -1%
SCM
753
Schnieders Capital Management
California
$413K – – –
MCA
754
Mercer Capital Advisers
New Jersey
$405K – – –
UFG
755
United Fire Group
Iowa
$405K – – –
HTC
756
Haverford Trust Company
Pennsylvania
$400K -$466 -6 -0.1%
LBC
757
Lowe Brockenbrough & Co
Virginia
$400K +$58.3K +750 +18%
BCM
758
BTR Capital Management
California
$399K -$474K -6,092 -55%
FB
759
Fulton Bank
Pennsylvania
$399K -$54.9K -706 -12%
GT
760
Greenleaf Trust
Michigan
$398K +$87.1K +1,120 +29%
ARMC
761
American Research & Management Company
Massachusetts
$397K +$24.1K +310 +7%
BJL
762
Brighton Jones LLC
Washington
$397K -$6.3K -81 -2%
WI
763
Wedgewood Investors
Pennsylvania
$396K – – –
BEC
764
Blue Edge Capital
Virginia
$396K +$544 +7 +0.1%
GG
765
Gofen & Glossberg
Illinois
$387K -$1.17K -15 -0.3%
SCA
766
Snowden Capital Advisors
New York
$380K +$7.77K +100 +2%
HCM
767
Howland Capital Management
Massachusetts
$380K +$21.9K +282 +6%
AWE
768
Avidian Wealth Enterprises
Texas
$378K – – –
JGUA
769
John G. Ullman & Associates
New York
$376K +$363K +4,665 New
MAM
770
Mizuho Asset Management
Japan
$374K -$122K -1,574 -25%
PIA
771
Peachtree Investment Advisors
Georgia
$374K -$35K -450 -9%
MMG
772
Monetary Management Group
Missouri
$369K – – –
WOC
773
West Oak Capital
California
$368K – – –
FIB
774
First Interstate Bank
Montana
$367K -$7.77K -100 -2%
MFW
775
Mosaic Family Wealth
Missouri
$367K +$91.5K +1,177 +35%
29 30
31
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