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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
876
Compagnie Lombard Odier SCmA
Switzerland
$405K – – –
DMBA
877
Deseret Mutual Benefit Administrators
Utah
$400K -$105K -1,229 -20%
FNBT
878
FineMark National Bank & Trust
Florida
$400K -$24.9K -292 -6%
PTC
879
Private Trust Company
Ohio
$399K +$9.12K +107 +2%
WCM
880
Whitener Capital Management
North Carolina
$397K +$256 +3 +0.1%
FLPIM
881
F.L. Putnam Investment Management
Massachusetts
$396K +$5.03K +59 +1%
RBFC
882
Roman Butler Fullerton & Co
Missouri
$394K +$2.3K +27 +0.6%
OWM
883
OneAscent Wealth Management
Alabama
$394K +$11.3K +133 +3%
JHCP
884
Jackson Hole Capital Partners
Oklahoma
$393K – – –
VDI
885
Vaughan David Investments
Illinois
$392K -$4.69K -55 -1%
TWM
886
Thrive Wealth Management
Pennsylvania
$392K +$147K +1,725 +55%
GG
887
Gofen & Glossberg
Illinois
$391K -$20.1K -236 -5%
PA
888
Probity Advisors
Texas
$391K -$19.9K -234 -5%
IVP
889
Intrinsic Value Partners
Arizona
$390K – – –
HI
890
Horizon Investments
North Carolina
$388K +$64.8K +760 +19%
FNA
891
First National Advisers
Nebraska
$388K +$120K +1,405 +41%
LFA
892
Legacy Financial Advisors
Kentucky
$386K +$15.3K +180 +4%
WT
893
Washington Trust
Rhode Island
$384K -$43.1K -506 -10%
WT
894
Whittier Trust
California
$384K -$32.4K -380 -7%
SFI
895
Siemens Fonds Invest
Germany
$384K – – –
LC
896
Lincoln Capital
Nebraska
$383K -$173K -2,025 -30%
CT
897
Coastline Trust
Rhode Island
$383K -$7.5K -88 -2%
DAC
898
Dividend Assets Capital
South Carolina
$382K -$50.6K -594 -11%
TL
899
Tradewinds LLC
North Carolina
$380K +$8.1K +95 +2%
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$379K – – –
34 35
36
37 38