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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
WFG Advisors
Texas
$317K -$120K -1,632 -29%
HIM
802
Hillsdale Investment Management
Ontario, Canada
$315K +$73.4K +1,000 +33%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$313K +$290K +3,957 New
TIA
804
Tiemann Investment Advisors
California
$310K -$37.9K -516 -12%
NCM
805
Novare Capital Management
North Carolina
$304K – – –
IH
806
IFC Holdings
Florida
$302K -$6.46K -88 -2%
OPTFSNA
807
Old Point Trust & Financial Services N A
Virginia
$302K – – –
MAM
808
Mizuho Asset Management
Japan
$302K +$93.9K +1,279 +50%
SC
809
Scotia Capital
Ontario, Canada
$300K -$1.04M -14,203 -79%
HH
810
Hilltop Holdings
Texas
$300K +$280K +3,813 New
BAM
811
Berkshire Asset Management
Pennsylvania
$298K -$32.2K -439 -10%
WT
812
Washington Trust
Rhode Island
$297K -$1.98K -27 -0.7%
FSA
813
Franklin Street Advisors
North Carolina
$296K -$73.4K -1,000 -21%
BKBG
814
BHF Kleinwort Benson Group
Belgium
$295K -$24.4K -333 -8%
GIS
815
Guardian Investor Services
New York
$295K -$5.58K -76 -2%
CICI
816
Capital Investment Counsel Inc
North Carolina
$291K +$272K +3,705 New
ST
817
Smithfield Trust
Pennsylvania
$289K – – –
BDF
818
Balasa Dinverno & Foltz
$288K -$15.9K -217 -6%
MA
819
Montag & Associates
Georgia
$287K -$7.34K -100 -3%
CC
820
Cadinha & Co
Hawaii
$286K +$2.57K +35 +1%
ECM
821
Estabrook Capital Management
New York
$285K -$66.1K -900 -20%
BHA
822
Beech Hill Advisors
New York
$285K -$14.7K -200 -5%
NCM
823
Newgate Capital Management
Connecticut
$285K +$266K +3,626 New
MIH
824
Madison Investment Holdings
Wisconsin
$284K -$9.91K -135 -4%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$284K +$5.58K +76 +2%
31 32
33
34 35