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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
826
Roundview Capital
New Jersey
$316K -$425K -7,234 -62%
WA
827
WP Advisors
California
$316K -$1.94K -33 -0.7%
CCM
828
Compton Capital Management
Rhode Island
$316K +$7.34K +125 +3%
P
829
Pitcairn
Pennsylvania
$314K -$176 -3 -0.1%
HA
830
HYA Advisors
Missouri
$310K +$2.06K +35 +0.8%
WA
831
WBH Advisory
Maryland
$309K -$46.3K -789 -16%
PP
832
PDS Planning
Ohio
$309K -$14.5K -247 -5%
FAIM
833
Financial Advocates Investment Management
Washington
$308K -$56.8K -968 -18%
WIA
834
Westbourne Investment Advisors
Maryland
$308K – – –
RA
835
RFG Advisory
Alabama
$308K +$256K +4,354 New
VFA
836
Voya Financial Advisors
Connecticut
$308K +$256K +4,360 New
SWM
837
Segment Wealth Management
Texas
$307K -$37.7K -643 -13%
EF
838
Empirical Finance
Pennsylvania
$307K +$258K +4,391 New
PI
839
PEAK6 Investments
Illinois
$305K -$865K -14,741 -77%
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$305K +$256K +4,360 New
PFPT
841
Pinnacle Financial Partners (Tennessee)
Tennessee
$302K -$56.4K -961 -17%
GIA
842
GHP Investment Advisors
Colorado
$302K -$47.3K -805 -16%
SAM
843
S.A. Mason
Michigan
$300K -$7.34K -125 -3%
SP
844
Successful Portfolios
Florida
$300K -$3.05K -52 -1%
AT
845
Arden Trust
Delaware
$298K -$17.3K -295 -6%
DWT
846
Dorsey & Whitney Trust
South Dakota
$297K -$91.9K -1,565 -27%
ARMC
847
American Research & Management Company
Massachusetts
$296K – – –
CCA
848
Checchi Capital Advisers
California
$296K +$10.9K +185 +5%
EM
849
Excalibur Management
Massachusetts
$295K -$6.58K -112 -3%
LCM
850
LVM Capital Management
Michigan
$295K -$5.93K -101 -2%
32 33
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35 36