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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
801
Kovitz Investment Group Partners
Illinois
$638K +$636K +6,691 New
AAM
802
Azzad Asset Management
Virginia
$638K -$3.14K -33 -0.5%
FNBOSM
803
First National Bank of South Miami
Florida
$636K +$43.2K +454 +7%
CCT
804
Chemung Canal Trust
New York
$633K +$230K +2,423 +57%
MYAM
805
Meiji Yasuda Asset Management
Japan
$631K -$19K -200 -3%
GC
806
Grace Capital
Massachusetts
$621K +$38K +400 +6%
GWCM
807
Godshalk Welsh Capital Management
Pennsylvania
$616K +$47.5K +500 +8%
MWPCG
808
Measured Wealth Private Client Group
New Hampshire
$616K +$616K +6,478 New
BA
809
Bennicas & Associates
California
$610K – – –
LW
810
Linscomb Wealth
Texas
$610K +$3.33K +35 +0.5%
CCM
811
Covington Capital Management
California
$609K -$12.8K -135 -2%
P
812
Pitcairn
Pennsylvania
$609K +$85.3K +897 +16%
PNC
813
Park National Corp
Ohio
$606K -$139K -1,467 -19%
IFAM
814
Institutional & Family Asset Management
Colorado
$604K – – –
BDF
815
Balasa Dinverno & Foltz
$604K +$231K +2,425 +62%
WT
816
Whittier Trust
California
$601K – – –
VDI
817
Vaughan David Investments
Illinois
$594K -$19K -200 -3%
MRCM
818
M&R Capital Management
New Jersey
$593K – – –
GT
819
Greenleaf Trust
Michigan
$588K +$99.4K +1,046 +20%
PHK
820
Point72 Hong Kong
Hong Kong
$584K +$287K +3,022 +97%
YIA
821
YHB Investment Advisors
Connecticut
$581K +$125K +1,315 +27%
PFPT
822
Pinnacle Financial Partners (Tennessee)
Tennessee
$575K -$23.8K -250 -4%
SWM
823
Segment Wealth Management
Texas
$575K – – –
AWM
824
Altium Wealth Management
New York
$575K +$25.4K +267 +5%
QCM
825
Quantinno Capital Management
New York
$575K +$575K +6,045 New