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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
826
Buckley Wealth Management
Nevada
$373K -$231K -2,949 -39%
AF
827
Aldebaran Financial
$373K -$25.1K -320 -7%
CW
828
CreativeOne Wealth
Kansas
$373K +$43K +548 +14%
WA
829
WP Advisors
California
$372K +$3.77K +48 +1%
FNFDCM
830
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$370K – – –
FBT
831
First Bankers Trust
Kentucky
$369K -$188K -2,400 -35%
HB
832
Homrich & Berg
Georgia
$369K -$40.2K -512 -10%
SRC
833
Sage Rhino Capital
California
$368K +$57.7K +735 +19%
SIM
834
Sentry Investment Management
Wisconsin
$364K -$1.7M -21,715 -83%
CMO
835
Covenant Multifamily Offices
Texas
$363K +$350K +4,455 New
WA
836
WBH Advisory
Maryland
$362K +$26.8K +342 +8%
MYAM
837
Meiji Yasuda Asset Management
Japan
$362K +$348K +4,434 New
CP
838
Camelot Portfolios
Ohio
$360K -$163K -2,082 -32%
PNC
839
Park National Corp
Ohio
$359K -$14.9K -190 -4%
WIA
840
Westbourne Investment Advisors
Maryland
$359K – – –
RC
841
Roundview Capital
New Jersey
$357K -$10.6K -135 -3%
MIC
842
Means Investment Company
Maine
$355K +$157 +2 +0%
KIA
843
KCM Investment Advisors
California
$355K +$18.4K +235 +6%
MAFM
844
Mid Atlantic Financial Management
Pennsylvania
$354K +$10K +128 +3%
SCM
845
Stevens Capital Management
Pennsylvania
$354K +$341K +4,343 New
MMPW
846
Mitchell McLeod Pugh & Williams
Alabama
$351K +$24.3K +310 +8%
SP
847
Successful Portfolios
Florida
$350K – – –
MWM
848
Mission Wealth Management
California
$349K -$28.5K -363 -8%
LCM
849
LVM Capital Management
Michigan
$345K – – –
BEC
850
Blue Edge Capital
Virginia
$345K -$50.7K -646 -13%
32 33
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35 36