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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
876
Beaton Management Company
Massachusetts
$345K – – –
WPC
877
Waters Parkerson & Co
Louisiana
$344K +$42.8K +440 +14%
GF
878
Goodman Financial
Texas
$342K -$75.8K -779 -18%
EM
879
Excalibur Management
Massachusetts
$340K -$21.9K -225 -6%
HA
880
Harbor Advisors
Florida
$340K – – –
PK
881
Pflug Koory
Nebraska
$340K – – –
MFG
882
Monte Financial Group
Connecticut
$339K +$16.6K +171 +5%
PG
883
Patten Group
Tennessee
$338K -$14.6K -150 -4%
ECM
884
Evergreen Capital Management
Washington
$337K +$342K +3,509 New
SCA
885
STALEY CAPITAL ADVISERS
Pennsylvania
$336K – – –
SICM
886
Sustainable Insight Capital Management
New York
$336K – – –
LKIM
887
Lawson Kroeker Investment Management
Nebraska
$335K – – –
EWA
888
EP Wealth Advisors
California
$331K – – –
CAM
889
Cypress Asset Management
Texas
$330K -$75.1K -771 -18%
BHBT
890
Burke & Herbert Bank & Trust
Virginia
$330K -$19.5K -200 -5%
AFP
891
Ausdal Financial Partners
Iowa
$328K +$1.07K +11 +0.3%
AIM
892
Allen Investment Management
New York
$328K +$9.05K +93 +3%
RPC
893
Rossmore Private Capital
Connecticut
$328K +$101K +1,042 +44%
BAM
894
Barrett Asset Management
New York
$326K – – –
MIA
895
MainStreet Investment Advisors
Illinois
$325K +$7.3K +75 +2%
AI
896
Atria Investments
North Carolina
$323K +$43.3K +445 +15%
OPTFSNA
897
Old Point Trust & Financial Services N A
Virginia
$322K -$4.87K -50 -1%
ATC
898
Argent Trust Co
Tennessee
$321K +$7.88K +81 +2%
TC
899
Trust Company
Kansas
$319K -$4.87K -50 -1%
IWA
900
Inspirion Wealth Advisors
Illinois
$319K – – –
34 35
36
37 38