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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
876
Allen Investment Management
New York
$204K +$176K +2,645 New
AFG
877
Albion Financial Group
Utah
$203K +$176K +2,636 New
MCM
878
Murphy Capital Management
New Jersey
$203K +$176K +2,637 New
EWM
879
Edge Wealth Management
New York
$202K -$6.94K -104 -4%
GLRA
880
Gerald L. Ray & Associates
Texas
$202K +$175K +2,618 New
HTC
881
Haverford Trust Company
Pennsylvania
$200K +$173K +2,594 New
SAMC
882
Shinko Asset Management Company
Japan
$196K -$20.7K -311 -11%
Envestnet Asset Management
883
Envestnet Asset Management
Illinois
$192K +$24K +360 +17%
WIL
884
Winifred I. Li
$188K -$55.4K -830 -25%
JWM
885
Jacobus Wealth Management
Wisconsin
$188K +$22.5K +337 +16%
TF
886
Tompkins Financial
New York
$188K +$27.1K +407 +20%
BOK
887
Bank of Kentucky
Kentucky
$179K – – –
LFR
888
Lehman Financial Resources
Pennsylvania
$179K – – –
FBC
889
Fairfield, Bush & Co
Connecticut
$175K -$77K -1,155 -34%
HR
890
Howe & Rusling
New York
$174K -$32.6K -489 -18%
BC
891
Bartlett & Co
Ohio
$174K -$17.5K -263 -10%
NES
892
New England Securities
New York
$171K -$57.3K -859 -28%
TCA
893
Tortoise Capital Advisors
Kansas
$170K +$147K +2,198 New
DA
894
Denali Advisors
California
$162K -$574K -8,600 -80%
FNBSF
895
First National Bank Sioux Falls
South Dakota
$154K – – –
MCM
896
Munder Capital Management
Michigan
$154K +$133K +1,990 New
OAM
897
Orinda Asset Management
California
$147K +$20.7K +310 +19%
M
898
MOTCO
Texas
$139K +$6.67K +100 +6%
SEC
899
Seven Eight Capital
New York
$139K +$120K +1,800 New
BAM
900
Barrett Asset Management
New York
$132K -$75K -1,125 -40%