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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
801
Baldwin Wealth Partners
Massachusetts
$328K – – –
CIM
802
Corbyn Investment Management
Maryland
$327K -$7.25K -90 -2%
GT
803
Glenview Trust
Kentucky
$323K -$96.7K -1,200 -23%
WOC
804
West Oak Capital
California
$322K -$4.43K -55 -1%
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$321K – – –
AW
806
ACG Wealth
Georgia
$321K +$38.7K +480 +13%
USGIU
807
U.S. Global Investors (USGI)
Texas
$317K -$185K -2,300 -37%
ECM
808
Estabrook Capital Management
New York
$316K – – –
FSA
809
Franklin Street Advisors
North Carolina
$315K +$31K +385 +11%
PIA
810
Peachtree Investment Advisors
Georgia
$314K -$54.6K -678 -15%
CCMG
811
Clark Capital Management Group
Pennsylvania
$314K -$8.86K -110 -3%
BDF
812
Balasa Dinverno & Foltz
$312K -$167K -2,073 -35%
UR
813
USCA RIA
Texas
$310K +$27.7K +344 +10%
LPIC
814
LeJeune Puetz Investment Counsel
Michigan
$309K -$8.06K -100 -2%
WSTAM
815
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$16.1K +200 +5%
EM
816
Excalibur Management
Massachusetts
$308K -$19.1K -237 -6%
BCM
817
Brookstone Capital Management
Illinois
$308K +$27.6K +343 +10%
MCM
818
Maryland Capital Management
Maryland
$306K -$25K -310 -7%
CA
819
CapWealth Advisors
Tennessee
$305K -$13.7K -170 -4%
IIM
820
Ipswich Investment Management
Massachusetts
$304K -$6.04K -75 -2%
TIA
821
Tiemann Investment Advisors
California
$304K -$2.98K -37 -1%
JIC
822
Joel Isaacson & Co
New York
$302K -$5.88K -73 -2%
BFIM
823
Beese Fulmer Investment Management
Ohio
$302K +$242 +3 +0.1%
LKIM
824
Lawson Kroeker Investment Management
Nebraska
$300K +$46.9K +582 +18%
PG
825
Patten Group
Tennessee
$299K -$4.83K -60 -2%
31 32
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34 35