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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
876
FRG Family Wealth Advisors
Washington
$578K – – –
TCOT
877
Trust Company of Toledo
Ohio
$576K – – –
IFAM
878
Institutional & Family Asset Management
Colorado
$573K +$42.2K +415 +8%
FMAEN1
879
Fund Management at Engine No 1
California
$573K +$45.5K +447 +9%
AMBIA
880
Allen Mooney & Barnes Investment Advisors
Georgia
$571K -$29.8K -293 -5%
EH
881
Equitable Holdings
New York
$570K -$14.3K -141 -2%
BHWM
882
Bar Harbor Wealth Management
New Hampshire
$566K -$40.5K -398 -7%
CT
883
Cambridge Trust
Massachusetts
$566K -$4.78K -47 -0.8%
WAM
884
Weatherly Asset Management
California
$565K -$9.15K -90 -2%
TWM
885
Thrive Wealth Management
Pennsylvania
$564K +$73.2K +720 +15%
WA
886
Waddell & Associates
Tennessee
$558K +$1.42K +14 +0.3%
OF
887
Outfitter Financial
Maine
$558K – – –
GI
888
GAMCO Investors
Connecticut
$556K +$25.4K +250 +5%
MWM
889
Mission Wealth Management
California
$556K +$12K +118 +2%
CL
890
Choreo LLC
Illinois
$554K +$556K +5,468 New
CS
891
Comerica Securities
Michigan
$553K -$29K -285 -5%
CAM
892
Campion Asset Management
Virginia
$550K – – –
LW
893
Linscomb Wealth
Texas
$548K -$422K -4,149 -43%
CGA
894
Crescent Grove Advisors
Illinois
$543K -$234K -2,300 -30%
PP
895
Patron Partners
Texas
$538K -$55.8K -549 -9%
CPIG
896
Chicago Partners Investment Group
Illinois
$536K +$44.4K +437 +9%
SIA
897
Schear Investment Advisers
Ohio
$533K +$10.2K +100 +2%
KA
898
Kovack Advisors
Florida
$532K -$13.3K -131 -2%
NSIM
899
North Star Investment Management
Illinois
$531K -$340K -3,342 -39%
VWM
900
Venturi Wealth Management
Texas
$530K +$243K +2,390 +84%
34 35
36
37 38