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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
776
Navalign LLC
California
$597K -$19.3K -209 -3%
EOCM
777
Energy Opportunities Capital Management
Texas
$596K -$225K -2,430 -25%
BCM
778
Birmingham Capital Management
Alabama
$586K – – –
MGP
779
Metis Global Partners
California
$581K +$9.07K +98 +1%
ONB
780
Old National Bancorp
Indiana
$581K +$380K +4,111 +139%
AFIA
781
America First Investment Advisors
Nebraska
$580K – – –
GWCM
782
Godshalk Welsh Capital Management
Pennsylvania
$576K – – –
CIA
783
Cladis Investment Advisory
Montana
$571K – – –
CANY
784
Caxton Associates (New York)
New York
$571K +$645K +6,967 New
DWM
785
Drive Wealth Management
Utah
$568K -$9.9K -107 -2%
CA
786
Clearstead Advisors
Ohio
$568K +$70.3K +760 +12%
HH
787
Hilltop Holdings
Texas
$567K +$4.72K +51 +0.7%
CA
788
Cullinan Associates
Kentucky
$566K +$92.5K +1,000 +17%
CCMD
789
Cypress Capital Management (Delaware)
Delaware
$565K -$11.6K -125 -2%
APA
790
American Portfolios Advisors
New York
$563K -$28.4K -307 -4%
BTWM
791
Baker Tilly Wealth Management
Wisconsin
$561K +$35.2K +380 +6%
1SB
792
1ST Source Bank
Indiana
$557K +$8.6K +93 +1%
TCA
793
Transcend Capital Advisors
New Jersey
$556K -$74.7K -807 -11%
LC
794
Lincoln Capital
Nebraska
$555K -$8.79K -95 -1%
BHWM
795
Bar Harbor Wealth Management
New Hampshire
$552K -$147K -1,586 -19%
DPIM
796
Duff & Phelps Investment Management
Illinois
$552K +$97.5K +1,054 +19%
VHAM
797
Van Hulzen Asset Management
California
$551K – – –
JWCA
798
J.W. Coons Advisors
Ohio
$551K +$163K +1,766 +36%
HAIM
799
Hunter Associates Investment Management
Pennsylvania
$550K +$626K +6,767 New
HT
800
HighTower Trust
Texas
$546K -$740 -8 -0.1%
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