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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
901
Beese Fulmer Investment Management
Ohio
$215K – – –
PHIMC
902
Private Harbour Investment Management & Counsel
Ohio
$215K – – –
BMO
903
Beck Mack & Oliver
New York
$213K -$4.69K -59 -2%
IAM
904
Impax Asset Management
New Hampshire
$213K +$210K +2,639 New
HIC
905
Holderness Investments Company
North Carolina
$212K +$209K +2,631 New
BSW
906
Buckingham Strategic Wealth
Missouri
$211K -$7.07K -89 -3%
GW
907
GW & Wade
Massachusetts
$210K -$318 -4 -0.2%
TSW
908
Thompson Siegel & Walmsley
Virginia
$210K – – –
SRC
909
Shufro Rose & Co
New York
$209K -$11.9K -150 -5%
RMSCM
910
R.M. Sincerbeaux Capital Management
New York
$209K – – –
CWM
911
Cabot Wealth Management
Massachusetts
$208K – – –
IRS
912
Invictus RG (Singapore)
Singapore
$208K +$165K +2,082 +416%
AFG
913
Albion Financial Group
Utah
$207K – – –
FMLI
914
Fukoku Mutual Life Insurance
Japan
$205K -$15.9K -200 -7%
YMRC
915
Yorktown Management & Research Company
Virginia
$205K – – –
PAG
916
Pinnacle Advisory Group
Maryland
$203K -$47.5K -598 -19%
ANB
917
Amarillo National Bank
Texas
$202K +$199K +2,502 New
NERM
918
New England Research & Management
Illinois
$201K +$199K +2,500 New
RCM
919
Rotella Capital Management
Washington
$201K +$199K +2,500 New
GLI
920
Guardian Life Insurance
New York
$192K – – –
MCM
921
MV Capital Management
Maryland
$188K +$41.9K +527 +29%
BAM
922
Bruderman Asset Management
New York
$187K -$15.7K -198 -8%
BRWM
923
B. Riley Wealth Management
Tennessee
$187K +$715 +9 +0.4%
GWM
924
Gupta Wealth Management
California
$186K +$162K +2,033 +729%
LWCFA
925
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K -$6.12K -77 -3%
35 36
37
38 39