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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
876
Fund Management at Engine No 1
California
$542K +$59K +577 +12%
EWA
877
EverSource Wealth Advisors
Alabama
$540K -$231K -2,258 -30%
OWM
878
OneAscent Wealth Management
Alabama
$540K +$31.4K +307 +6%
KIA
879
KLR Investment Advisors
Rhode Island
$538K +$529K +5,172 New
IPW
880
Inlet Private Wealth
Florida
$537K +$1.94K +19 +0.4%
AF
881
Allworth Financial
California
$537K +$123K +1,203 +30%
SIA
882
Schear Investment Advisers
Ohio
$537K +$527K +5,156 New
CW
883
Connectus Wealth
Ohio
$536K -$10.2K -100 -2%
MCM
884
Mill Capital Management
North Carolina
$535K – – –
NAM
885
NorthCrest Asset Manangement
Minnesota
$535K -$1.72M -16,839 -77%
FLPIM
886
F.L. Putnam Investment Management
Massachusetts
$532K +$21.6K +211 +4%
UH
887
Unigestion Holding
Switzerland
$530K -$170K -1,662 -25%
WCG
888
Weaver Consulting Group
California
$530K -$10.2K -100 -2%
GPA
889
Garrison Point Advisors
California
$528K -$3.07K -30 -0.6%
BEI
890
Benjamin Edwards Inc
Missouri
$528K +$47.2K +461 +10%
AG
891
AIA Group
Hong Kong
$527K +$518K +5,066 New
SCM
892
Schnieders Capital Management
California
$526K +$256K +2,500 +98%
WCM
893
Whitener Capital Management
North Carolina
$523K +$10.5K +103 +2%
WTC
894
WhitTier Trust Company
Nevada
$521K -$3.48K -34 -0.7%
BIA
895
Beacon Investment Advisors
Maryland
$520K +$511K +4,994 New
CAMG
896
CWA Asset Management Group
Florida
$515K +$74.2K +725 +17%
PA
897
Probity Advisors
Texas
$509K +$5.11K +50 +1%
JHCP
898
Jackson Hole Capital Partners
Oklahoma
$507K – – –
EWA
899
EP Wealth Advisors
California
$507K +$498K +4,870 New
GG
900
Gofen & Glossberg
Illinois
$505K +$818 +8 +0.2%
34 35
36
37 38