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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
801
Godshalk Welsh Capital Management
Pennsylvania
$702K – – –
1SB
802
1ST Source Bank
Indiana
$699K -$81.3K -800 -10%
SCM
803
Spreng Capital Management
Ohio
$699K +$701K +6,898 New
BFA
804
BMS Financial Advisors
South Dakota
$698K -$42.6K -419 -6%
MCM
805
Mill Capital Management
North Carolina
$695K +$174K +1,711 +33%
PPC
806
Park Place Capital
Alabama
$693K +$7.22K +71 +1%
MAS
807
Meeder Advisory Services
Ohio
$692K +$45K +443 +7%
CPC
808
Cookson Peirce & Co
Pennsylvania
$691K +$240K +2,357 +53%
VHAM
809
Van Hulzen Asset Management
California
$689K +$7.83K +77 +1%
CG
810
Caprock Group
Idaho
$686K -$59.2K -582 -8%
WC
811
Westhampton Capital
North Carolina
$680K +$25.4K +250 +4%
HFG
812
Heron Financial Group
New York
$677K -$81.6K -803 -11%
ICM
813
Islay Capital Management
Texas
$669K -$449K -4,417 -40%
TCA
814
Transcend Capital Advisors
New Jersey
$668K +$14.1K +139 +2%
CCC
815
Chelsea Counsel Company
California
$668K -$4.47K -44 -0.7%
AWM
816
Avior Wealth Management
Nebraska
$665K +$84.9K +835 +15%
CWM
817
C2C Wealth Management
Arizona
$664K – – –
MIM
818
Miller Investment Management
Pennsylvania
$659K – – –
FA
819
Faithward Advisors
Pennsylvania
$659K +$429K +4,221 +149%
KI
820
Kula Investments
Illinois
$658K +$660K +6,495 New
IW
821
Imprint Wealth
South Carolina
$658K +$660K +6,493 New
BCM
822
Birmingham Capital Management
Alabama
$658K -$83.4K -820 -11%
BTI
823
Blue Trust Inc
Georgia
$656K +$14.1K +139 +2%
SSA
824
South Street Advisors
New York
$651K – – –
DP
825
Dearborn Partners
Illinois
$645K -$122K -1,203 -16%
31 32
33
34 35