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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
776
Cypress Asset Management
Texas
$334K +$116K +1,521 +54%
RGC
777
Roberts, Glore & Co
Illinois
$333K -$3.2K -42 -1%
X
778
Xponance
Pennsylvania
$330K +$327K +4,290 New
EIM
779
Emerson Investment Management
Massachusetts
$328K -$187K -2,451 -37%
WEC
780
Winslow Evans & Crocker
Massachusetts
$327K +$2.89K +38 +0.9%
STMM
781
South Texas Money Management
Texas
$324K – – –
SCM
782
Stux Capital Management
New York
$324K +$320K +4,200 New
RIM
783
RS Investment Management
California
$324K +$320K +4,209 New
WCM
784
Westend Capital Management
California
$322K -$45.7K -600 -13%
NPF
785
Norris Perne & French
Michigan
$321K -$83K -1,090 -21%
CWM
786
Concert Wealth Management
California
$318K -$102K -1,335 -24%
WA
787
WealthTrust Axiom
Pennsylvania
$318K +$76 +1 +0%
SFT
788
Simmons First Trust
Arkansas
$317K – – –
PJSIMP
789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
PL
790
Plancorp LLC
Missouri
$314K +$228 +3 +0.1%
EA
791
Emerald Advisers
Pennsylvania
$313K -$51.1K -671 -14%
FWP
792
FAS Wealth Partners
Kansas
$313K -$9.67K -127 -3%
OPTFSNA
793
Old Point Trust & Financial Services N A
Virginia
$311K -$15.2K -200 -5%
CS
794
Comerica Securities
Michigan
$311K +$68.4K +899 +29%
AIM
795
Acuity Investment Management
Ontario, Canada
$301K -$2.03M -26,600 -87%
PFS
796
Prospera Financial Services
Texas
$301K -$20.3K -266 -6%
IRS
797
Invictus RG (Singapore)
Singapore
$301K +$206K +2,700 +225%
NCM
798
Novare Capital Management
North Carolina
$299K – – –
PGA
799
Portland Global Advisors
Maine
$299K +$296K +3,885 New
QSS
800
Quantitative Systematic Strategies
Florida
$298K +$296K +3,893 New
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