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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
801
West Oak Capital
California
$322K -$4.43K -55 -1%
ARMT
802
Amica Retiree Medical Trust
Rhode Island
$321K – – –
AW
803
ACG Wealth
Georgia
$321K +$38.7K +480 +13%
ECM
804
Estabrook Capital Management
New York
$316K – – –
FSA
805
Franklin Street Advisors
North Carolina
$315K +$31K +385 +11%
PIA
806
Peachtree Investment Advisors
Georgia
$314K -$54.6K -678 -15%
CCMG
807
Clark Capital Management Group
Pennsylvania
$314K -$8.86K -110 -3%
BDF
808
Balasa Dinverno & Foltz
$312K -$167K -2,073 -35%
UR
809
USCA RIA
Texas
$310K +$27.7K +344 +10%
LPIC
810
LeJeune Puetz Investment Counsel
Michigan
$309K -$8.06K -100 -2%
WSTAM
811
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$16.1K +200 +5%
EM
812
Excalibur Management
Massachusetts
$308K -$19.1K -237 -6%
BCM
813
Brookstone Capital Management
Illinois
$308K +$27.6K +343 +10%
MCM
814
Maryland Capital Management
Maryland
$306K -$25K -310 -7%
CA
815
CapWealth Advisors
Tennessee
$305K -$13.7K -170 -4%
IIM
816
Ipswich Investment Management
Massachusetts
$304K -$6.04K -75 -2%
TIA
817
Tiemann Investment Advisors
California
$304K -$2.98K -37 -1%
JIC
818
Joel Isaacson & Co
New York
$302K -$5.88K -73 -2%
BFIM
819
Beese Fulmer Investment Management
Ohio
$302K +$242 +3 +0.1%
LKIM
820
Lawson Kroeker Investment Management
Nebraska
$300K +$46.9K +582 +18%
PG
821
Patten Group
Tennessee
$299K -$4.83K -60 -2%
BAM
822
Berkshire Asset Management
Pennsylvania
$299K +$644 +8 +0.2%
OPTFSNA
823
Old Point Trust & Financial Services N A
Virginia
$298K +$8.46K +105 +3%
NFG
824
Next Financial Group
Texas
$297K -$782K -9,712 -72%
EGA
825
Eagle Global Advisors
Texas
$297K +$93.2K +1,157 +45%
31 32
33
34 35