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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
801
First National Bank of South Miami
Florida
$636K +$43.2K +454 +7%
CCT
802
Chemung Canal Trust
New York
$633K +$230K +2,423 +57%
MYAM
803
Meiji Yasuda Asset Management
Japan
$631K -$19K -200 -3%
GC
804
Grace Capital
Massachusetts
$621K +$38K +400 +6%
GWCM
805
Godshalk Welsh Capital Management
Pennsylvania
$616K +$47.5K +500 +8%
MWPCG
806
Measured Wealth Private Client Group
New Hampshire
$616K +$616K +6,478 New
BA
807
Bennicas & Associates
California
$610K – – –
LW
808
Linscomb Wealth
Texas
$610K +$3.33K +35 +0.5%
CCM
809
Covington Capital Management
California
$609K -$12.8K -135 -2%
P
810
Pitcairn
Pennsylvania
$609K +$85.3K +897 +16%
PNC
811
Park National Corp
Ohio
$606K -$139K -1,467 -19%
IFAM
812
Institutional & Family Asset Management
Colorado
$604K – – –
BDF
813
Balasa Dinverno & Foltz
$604K +$231K +2,425 +62%
WT
814
Whittier Trust
California
$601K – – –
VDI
815
Vaughan David Investments
Illinois
$594K -$19K -200 -3%
MRCM
816
M&R Capital Management
New Jersey
$593K – – –
GT
817
Greenleaf Trust
Michigan
$588K +$99.4K +1,046 +20%
PHK
818
Point72 Hong Kong
Hong Kong
$584K +$287K +3,022 +97%
YIA
819
YHB Investment Advisors
Connecticut
$581K +$125K +1,315 +27%
PFPT
820
Pinnacle Financial Partners (Tennessee)
Tennessee
$575K -$23.8K -250 -4%
SWM
821
Segment Wealth Management
Texas
$575K – – –
AWM
822
Altium Wealth Management
New York
$575K +$25.4K +267 +5%
QCM
823
Quantinno Capital Management
New York
$575K +$575K +6,045 New
HCA
824
Heck Capital Advisors
Wisconsin
$573K – – –
WA
825
WBH Advisory
Maryland
$570K -$285K -2,999 -33%
31 32
33
34 35