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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
801
FRG Family Wealth Advisors
Washington
$406K -$31.2K -413 -7%
SI
802
SCP Investment
California
$406K +$423K +5,600 New
WCM
803
Weik Capital Management
Pennsylvania
$405K -$219K -2,900 -34%
VDI
804
Vaughan David Investments
Illinois
$405K +$6.42K +85 +2%
EM
805
Excalibur Management
Massachusetts
$403K +$41.8K +553 +11%
RIM
806
Regent Investment Management
Kentucky
$402K -$32.9K -435 -7%
FA
807
Faithward Advisors
Pennsylvania
$400K +$60.7K +803 +17%
BA
808
Bivin & Associates
Oklahoma
$400K +$417K +5,520 New
OF
809
Outfitter Financial
Maine
$399K – – –
JAG
810
Journey Advisory Group
Kentucky
$399K +$40.4K +534 +11%
EC
811
Enhancing Capital
Pennsylvania
$399K +$416K +5,500 New
WCG
812
Weaver Consulting Group
California
$398K +$3.78K +50 +0.9%
MCM
813
Manchester Capital Management
Vermont
$395K +$30.2K +399 +8%
YAL
814
Your Advocates Ltd
Texas
$393K -$2.34K -31 -0.6%
VI
815
Vestcor Inc
New Brunswick, Canada
$392K -$79.1K -1,047 -16%
GPA
816
Garrison Point Advisors
California
$392K – – –
NFG
817
Next Financial Group
Texas
$390K -$19.1K -253 -4%
TW
818
Transform Wealth
Colorado
$388K -$67.3K -890 -14%
BA
819
Bennicas & Associates
California
$388K -$3.78K -50 -0.9%
AC
820
Allstate Corporation
Illinois
$386K +$30.8K +408 +8%
MHR
821
Matthew Hamilton Rosenberg
$385K -$3.85K -51 -1%
EIP
822
Epoch Investment Partners
New York
$384K -$69.9M -924,918 -99%
TCOT
823
Trust Company of Toledo
Ohio
$384K – – –
CG
824
Colony Group
Massachusetts
$383K +$5.37K +71 +1%
EWP
825
Engrave Wealth Partners
Texas
$383K +$399K +5,283 New
31 32
33
34 35