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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
851
LeJeune Puetz Investment Counsel
Michigan
$395K – – –
CAM
852
Columbia Asset Management
Michigan
$390K – – –
SCM
853
SKBA Capital Management
California
$389K +$9.51K +100 +3%
BCB
854
Brian C. Broderick
$385K +$57K +600 +19%
EGA
855
E&G Advisors
Texas
$384K -$124K -1,300 -25%
TIA
856
Tiemann Investment Advisors
California
$383K -$4.75K -50 -1%
JIC
857
Joel Isaacson & Co
New York
$383K +$1.05K +11 +0.3%
EM
858
Excalibur Management
Massachusetts
$381K -$6.66K -70 -2%
BFIM
859
Beese Fulmer Investment Management
Ohio
$381K -$2.85K -30 -0.8%
BWP
860
Baldwin Wealth Partners
Massachusetts
$381K – – –
FB
861
Fulton Bank
Pennsylvania
$378K -$31.7K -333 -8%
CIA
862
Capital Investment Advisors
Georgia
$375K -$2.28K -24 -0.6%
IIM
863
Ipswich Investment Management
Massachusetts
$375K – – –
MPWT
864
MassMutual Private Wealth & Trust
Connecticut
$374K +$5.23K +55 +2%
ACM
865
Azimuth Capital Management
Michigan
$373K -$99.8K -1,050 -22%
BFC
866
Blue Fin Capital
Rhode Island
$373K -$28.5K -300 -8%
PG
867
Patten Group
Tennessee
$371K -$2.38K -25 -0.7%
SWM
868
Segment Wealth Management
Texas
$371K +$33.8K +356 +11%
CA
869
CapWealth Advisors
Tennessee
$370K -$43.7K -460 -11%
WOC
870
West Oak Capital
California
$369K -$4.75K -50 -1%
BHBT
871
Burke & Herbert Bank & Trust
Virginia
$368K – – –
ACI
872
Alpha Cubed Investments
California
$368K +$22.3K +235 +7%
CA
873
Centerpoint Advisors
Massachusetts
$365K +$343K +3,607 New
MFW
874
Mosaic Family Wealth
Missouri
$363K -$630K -6,625 -65%
BMC
875
Beaton Management Company
Massachusetts
$363K -$2.95K -31 -0.9%
33 34
35
36 37