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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
876
Partnervest Advisory Services
California
$243K +$14.3K +175 +6%
DWM
877
Destination Wealth Management
California
$240K +$38.5K +472 +18%
PFBT
878
Parkside Financial Bank & Trust
Missouri
$239K – – –
BPCA
879
Bank Pictet & Cie (Asia)
Singapore
$238K – – –
WJA
880
Williams Jones & Associates
New York
$238K +$32.7K +400 +15%
FFC
881
First Financial Corp
Indiana
$237K -$274K -3,356 -53%
YP
882
Yellowstone Partners
Idaho
$235K -$3.27K -40 -1%
PAIA
883
Park Avenue Institutional Advisers
New York
$235K -$2.12K -26 -0.9%
CG
884
Cutler Group
California
$235K +$161K +1,966 +196%
BHBT
885
Burke & Herbert Bank & Trust
Virginia
$235K +$242K +2,961 New
CWM
886
Cabot Wealth Management
Massachusetts
$231K +$32.7K +400 +16%
SHCM
887
Stokes & Hubbell Capital Management
Louisiana
$228K – – –
VF
888
Virtu Financial
New York
$228K +$235K +2,874 New
KFC
889
Klingenstein Fields & Co
New York
$227K – – –
WP
890
WealthSource Partners
California
$227K +$233K +2,856 New
MTC
891
McDaniel Terry & Co
Texas
$226K – – –
JIM
892
Jupiter Investment Management
United Kingdom
$225K +$232K +2,838 New
ACM
893
Argent Capital Management
Missouri
$224K – – –
MWP
894
Moller Wealth Partners
$224K – – –
BWM
895
Braver Wealth Management
Massachusetts
$223K -$28.6K -350 -11%
NFG
896
Next Financial Group
Texas
$219K +$3.27K +40 +1%
CC
897
Cognios Capital
Kansas
$218K +$735 +9 +0.3%
ARMT
898
Amica Retiree Medical Trust
Rhode Island
$218K +$224K +2,743 New
DI
899
Diligent Investors
California
$217K +$11.8K +144 +6%
WA
900
WFG Advisors
Texas
$215K -$64.1K -785 -22%
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