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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
876
Strategy Asset Managers
California
$343K +$28.6K +339 +9%
PCA
877
Personal Capital Advisors
California
$342K -$132K -1,569 -28%
GIA
878
GHP Investment Advisors
Colorado
$342K -$20K -237 -6%
XT
879
XTX Topco
Cayman Islands
$340K -$144K -1,706 -30%
CAM
880
Cresset Asset Management
Illinois
$340K +$63.5K +752 +23%
BB
881
Busey Bank
Illinois
$338K +$106K +1,253 +47%
CCM
882
Coldstream Capital Management
Washington
$337K +$50.6K +600 +18%
VI
883
Versor Investments
New York
$337K +$331K +3,926 New
WI
884
Wedgewood Investors
Pennsylvania
$335K – – –
SFA
885
Sequoia Financial Advisors
Ohio
$335K +$29.1K +345 +10%
CCC
886
Crescent Capital Consulting
Louisiana
$332K – – –
JIC
887
Joel Isaacson & Co
New York
$332K +$1.01K +12 +0.3%
WWM
888
Western Wealth Management
Colorado
$332K +$328K +3,882 New
S
889
SignatureFD
Georgia
$329K +$81.2K +962 +34%
MFW
890
Meristem Family Wealth
Minnesota
$329K +$323K +3,830 New
GF
891
Gries Financial
Ohio
$328K +$10.6K +125 +3%
PA
892
Probity Advisors
Texas
$328K +$35.2K +417 +12%
ZB
893
Zions Bancorporation
Utah
$328K +$59.8K +708 +23%
HC
894
HNP Capital
New York
$324K – – –
VRM
895
Vectors Research Management
New York
$324K – – –
WCM
896
Whitener Capital Management
North Carolina
$324K +$338 +4 +0.1%
BAM
897
Barrett Asset Management
New York
$324K +$50.6K +600 +19%
CIM
898
Corbyn Investment Management
Maryland
$322K – – –
DIM
899
Delta Investment Management
California
$322K – – –
GF
900
Goodman Financial
Texas
$322K – – –
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