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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
851
Schnieders Capital Management
California
$241K +$249K +3,133 New
DI
852
Diligent Investors
California
$239K -$23.8K -300 -9%
JPTCCM
853
J.P. Turner & Co Capital Management
Georgia
$236K -$341K -4,291 -59%
TGI
854
Tradewinds Global Investors
California
$236K +$244K +3,070 New
KFC
855
Klingenstein Fields & Co
New York
$235K – – –
TFA
856
Transamerica Financial Advisors
Florida
$235K +$1.03K +13 +0.4%
EWA
857
EP Wealth Advisors
California
$234K – – –
AW
858
ACG Wealth
Georgia
$232K -$8.58K -108 -3%
CCM
859
Canal Capital Management
Virginia
$232K +$1.75K +22 +0.7%
CA
860
Capital Advantage
California
$232K +$1.75K +22 +0.7%
TWA
861
TCI Wealth Advisors
Arizona
$232K +$11.9K +150 +5%
MIP
862
Marietta Investment Partners
Wisconsin
$230K +$195K +2,457 New
BFM
863
Boothbay Fund Management
New York
$230K +$238K +2,995 New
BP
864
Ballentine Partners
Massachusetts
$227K +$954 +12 +0.4%
NFG
865
Next Financial Group
Texas
$227K +$7.55K +95 +3%
TC
866
Trust Company
Kansas
$226K +$9.78K +123 +4%
EWM
867
Empirical Wealth Management
Washington
$225K -$11.9K -150 -5%
CC
868
Courier Capital
New York
$225K – – –
TNB
869
Thomasville National Bank
Georgia
$223K -$13.3K -167 -5%
KIA
870
KCM Investment Advisors
California
$221K -$13K -163 -5%
SHCM
871
Stokes & Hubbell Capital Management
Louisiana
$221K +$229K +2,877 New
GW
872
GW & Wade
Massachusetts
$219K +$19.8K +249 +10%
EIA
873
Edgemoor Investment Advisors
Maryland
$219K +$226K +2,844 New
BCM
874
Bluefin Capital Management
New York
$219K +$226K +2,850 New
MTC
875
McDaniel Terry & Co
Texas
$218K -$4.77K -60 -2%
33 34
35
36 37