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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
801
ProVise Management Group
Florida
$288K +$4.14K +62 +2%
ST
802
Smithfield Trust
Pennsylvania
$284K +$1.8K +27 +0.7%
BCM
803
BTR Capital Management
California
$282K – – –
BFS
804
Bradley Foster & Sargent
Connecticut
$281K -$6.67K -100 -3%
TT
805
Tower Trust
Indiana
$280K -$1.67K -25 -0.7%
RCAG
806
Rehmann Capital Advisory Group
Michigan
$280K +$242K +3,632 New
FDS
807
First Dallas Securities
Texas
$279K -$33.5K -502 -12%
CTA
808
Chesley Taft & Associates
Illinois
$279K +$241K +3,612 New
CC
809
Cadinha & Co
Hawaii
$278K – – –
BGAM
810
Boussard & Gavaudan Asset Management
United Kingdom
$277K +$239K +3,587 New
BIM
811
Baldwin Investment Management
Pennsylvania
$274K – – –
BA
812
Bridgewater Associates
Connecticut
$274K +$237K +3,550 New
SCA
813
STALEY CAPITAL ADVISERS
Pennsylvania
$270K – – –
HPBT
814
High Point Bank & Trust
North Carolina
$267K – – –
GLI
815
Guardian Life Insurance
New York
$266K -$267K -4,006 -54%
FMLI
816
Fukoku Mutual Life Insurance
Japan
$266K -$46.7K -700 -17%
MIP
817
Marietta Investment Partners
Wisconsin
$263K -$4.54K -68 -2%
CA
818
Cetera Advisors
Colorado
$261K +$225K +3,368 New
UCFA
819
United Capital Financial Advisors
Texas
$260K -$433K -6,488 -66%
HSA
820
HBK Sorce Advisory
Pennsylvania
$260K -$82.3K -1,233 -27%
V
821
ValueWorks
New York
$259K +$225K +3,370 New
TFF
822
Timothy F. Fidgeon
$257K +$223K +3,345 New
IH
823
IFC Holdings
Florida
$256K -$168K -2,515 -43%
GGPS
824
Gary Goldberg Planning Services
New York
$256K -$36.9K -553 -14%
FMWA
825
Forvis Mazars Wealth Advisors
Missouri
$256K +$221K +3,316 New
31 32
33
34 35