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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
PFG Advisors
Arizona
$544K -$1.64K -16 -0.3%
FMAEN1
877
Fund Management at Engine No 1
California
$542K +$59K +577 +12%
EWA
878
EverSource Wealth Advisors
Alabama
$540K -$231K -2,258 -30%
OWM
879
OneAscent Wealth Management
Alabama
$540K +$31.4K +307 +6%
KIA
880
KLR Investment Advisors
Rhode Island
$538K +$529K +5,172 New
IPW
881
Inlet Private Wealth
Florida
$537K +$1.94K +19 +0.4%
AF
882
Allworth Financial
California
$537K +$123K +1,203 +30%
SIA
883
Schear Investment Advisers
Ohio
$537K +$527K +5,156 New
CW
884
Connectus Wealth
Ohio
$536K -$10.2K -100 -2%
MCM
885
Mill Capital Management
North Carolina
$535K – – –
NAM
886
NorthCrest Asset Manangement
Minnesota
$535K -$1.72M -16,839 -77%
FLPIM
887
F.L. Putnam Investment Management
Massachusetts
$532K +$21.6K +211 +4%
UH
888
Unigestion Holding
Switzerland
$530K -$170K -1,662 -25%
WCG
889
Weaver Consulting Group
California
$530K -$10.2K -100 -2%
GPA
890
Garrison Point Advisors
California
$528K -$3.07K -30 -0.6%
BEI
891
Benjamin Edwards Inc
Missouri
$528K +$47.2K +461 +10%
AG
892
AIA Group
Hong Kong
$527K +$518K +5,066 New
SCM
893
Schnieders Capital Management
California
$526K +$256K +2,500 +98%
WCM
894
Whitener Capital Management
North Carolina
$523K +$10.5K +103 +2%
WTC
895
WhitTier Trust Company
Nevada
$521K -$3.48K -34 -0.7%
BIA
896
Beacon Investment Advisors
Maryland
$520K +$511K +4,994 New
CAMG
897
CWA Asset Management Group
Florida
$515K +$74.2K +725 +17%
PA
898
Probity Advisors
Texas
$509K +$5.11K +50 +1%
JHCP
899
Jackson Hole Capital Partners
Oklahoma
$507K – – –
EWA
900
EP Wealth Advisors
California
$507K +$498K +4,870 New
34 35
36
37 38