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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
851
SKBA Capital Management
California
$389K +$9.51K +100 +3%
BCB
852
Brian C. Broderick
$385K +$57K +600 +19%
EGA
853
E&G Advisors
Texas
$384K -$124K -1,300 -25%
TIA
854
Tiemann Investment Advisors
California
$383K -$4.75K -50 -1%
JIC
855
Joel Isaacson & Co
New York
$383K +$1.05K +11 +0.3%
EM
856
Excalibur Management
Massachusetts
$381K -$6.66K -70 -2%
BFIM
857
Beese Fulmer Investment Management
Ohio
$381K -$2.85K -30 -0.8%
BWP
858
Baldwin Wealth Partners
Massachusetts
$381K – – –
FB
859
Fulton Bank
Pennsylvania
$378K -$31.7K -333 -8%
CIA
860
Capital Investment Advisors
Georgia
$375K -$2.28K -24 -0.6%
IIM
861
Ipswich Investment Management
Massachusetts
$375K – – –
MPWT
862
MassMutual Private Wealth & Trust
Connecticut
$374K +$5.23K +55 +2%
ACM
863
Azimuth Capital Management
Michigan
$373K -$99.8K -1,050 -22%
BFC
864
Blue Fin Capital
Rhode Island
$373K -$28.5K -300 -8%
PG
865
Patten Group
Tennessee
$371K -$2.38K -25 -0.7%
SWM
866
Segment Wealth Management
Texas
$371K +$33.8K +356 +11%
CA
867
CapWealth Advisors
Tennessee
$370K -$43.7K -460 -11%
WOC
868
West Oak Capital
California
$369K -$4.75K -50 -1%
BHBT
869
Burke & Herbert Bank & Trust
Virginia
$368K – – –
ACI
870
Alpha Cubed Investments
California
$368K +$22.3K +235 +7%
CA
871
Centerpoint Advisors
Massachusetts
$365K +$343K +3,607 New
MFW
872
Mosaic Family Wealth
Missouri
$363K -$630K -6,625 -65%
BMC
873
Beaton Management Company
Massachusetts
$363K -$2.95K -31 -0.9%
HB
874
Homrich & Berg
Georgia
$360K -$20.9K -220 -6%
LWS
875
Lucia Wealth Services
California
$359K +$337K +3,548 New
33 34
35
36 37