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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
901
Holderness Investments Company
North Carolina
$218K – – –
CAW
902
Cornerstone Advisors (Washington)
Washington
$218K +$107K +1,375 +104%
SPWA
903
SteelBridge Private Wealth Advisors
Florida
$218K +$211K +2,712 New
WI
904
Wintrust Investments
Illinois
$217K +$5.36K +69 +3%
SCA
905
Salient Capital Advisors
Texas
$217K +$5.67K +73 +3%
GW
906
GW & Wade
Massachusetts
$215K +$1.87K +24 +0.9%
MSFP
907
Mark Sheptoff Financial Planning
Connecticut
$215K +$40.3K +519 +24%
GS
908
Girard Securities
California
$213K -$76.6K -985 -27%
WDA
909
Wendell David Associates
New Hampshire
$212K – – –
BP
910
Ballentine Partners
Massachusetts
$212K +$5.83K +75 +3%
CG
911
Caprock Group
Idaho
$212K +$205K +2,633 New
EGA
912
Eagle Global Advisors
Texas
$211K – – –
KFS
913
Kurt F. Somerville
$210K – – –
RMSCM
914
R.M. Sincerbeaux Capital Management
New York
$209K – – –
TSW
915
Thompson Siegel & Walmsley
Virginia
$209K – – –
CRC
916
Curi RMB Capital
Illinois
$209K +$202K +2,597 New
CIC
917
Carnegie Investment Counsel
Ohio
$207K -$7.77K -100 -4%
AFG
918
Albion Financial Group
Utah
$207K +$389 +5 +0.2%
PHIMC
919
Private Harbour Investment Management & Counsel
Ohio
$206K – – –
CL
920
CPWM LLC
Washington
$205K – – –
GP
921
Girard Partners
Pennsylvania
$204K +$196K +2,526 New
HB
922
Homrich & Berg
Georgia
$204K +$197K +2,529 New
CBOR
923
Community Bank of Raymore
Missouri
$203K – – –
KJHP
924
K.J. Harrison & Partners
Ontario, Canada
$201K +$194K +2,500 New
CFA
925
CT Financial Advisors
Pennsylvania
$199K – – –
35 36
37
38 39