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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ALA
876
Atlas Legacy Advisors
California
$714K +$41.3K +307 +6%
SS
877
Sunbelt Securities
Texas
$713K -$92.9K -690 -11%
JIC
878
Joel Isaacson & Co
New York
$711K +$39.2K +291 +6%
RYIA
879
Roehl & Yi Investment Advisors
Oregon
$709K -$16.3K -121 -2%
C
880
Certuity
Florida
$708K -$35.8K -266 -5%
MFS
881
Mirabella Financial Services
United Kingdom
$708K +$738K +5,483 New
MBT
882
Montecito Bank & Trust
California
$707K +$10.1K +75 +1%
ESB
883
Essex Savings Bank
Connecticut
$706K +$12.8K +95 +2%
TCOV
884
Trust Company of Vermont
Vermont
$704K +$120K +893 +20%
SW
885
Simplicity Wealth
New Jersey
$702K +$42.1K +313 +6%
FAMI
886
Fideuram Asset Management (Ireland)
$701K +$755K +5,612 New
EW
887
Evoke Wealth
California
$700K +$140K +1,040 +24%
DIP
888
Davis Investment Partners
North Carolina
$700K -$8.21K -61 -1%
MAM
889
Martingale Asset Management
Massachusetts
$700K +$151K +1,120 +26%
TAFW
890
Tred Avon Family Wealth
Maryland
$699K – – –
DAM
891
Doheny Asset Management
California
$694K – – –
MG
892
Mather Group
Illinois
$688K -$212K -1,576 -23%
WA
893
Waddell & Associates
Tennessee
$686K +$324K +2,405 +83%
SC
894
Syon Capital
California
$686K +$21.7K +161 +3%
DWM
895
Drive Wealth Management
Utah
$686K +$187K +1,389 +35%
CL
896
COWA LLC
Oklahoma
$683K -$355K -2,641 -34%
TCOT
897
Trust Company of Toledo
Ohio
$682K – – –
WAM
898
Weatherly Asset Management
California
$682K +$135 +1 +0%
RIA
899
Richwood Investment Advisors
Ohio
$680K – – –
PVI
900
Pine Valley Investments
New Jersey
$680K -$10.6K -79 -1%
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