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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHCM
901
Stokes & Hubbell Capital Management
Louisiana
$249K -$5.99K -72 -2%
WI
902
Wintrust Investments
Illinois
$248K +$14.5K +175 +6%
BMCM
903
Bryn Mawr Capital Management
Pennsylvania
$248K +$239K +2,872 New
HAG
904
HighPoint Advisor Group
Illinois
$247K -$391K -4,701 -60%
WBG
905
Wharton Business Group
Pennsylvania
$247K -$17.2K -207 -7%
KFC
906
Klingenstein Fields & Co
New York
$247K – – –
MAM
907
Martingale Asset Management
Massachusetts
$247K +$166 +2 +0.1%
WCF
908
West Coast Financial
California
$246K -$15.3K -184 -6%
TWA
909
TCI Wealth Advisors
Arizona
$246K -$8.81K -106 -4%
ACM
910
Argent Capital Management
Missouri
$244K – – –
MWP
911
Moller Wealth Partners
$244K – – –
HWA
912
HCR Wealth Advisors
California
$244K +$234K +2,819 New
PFBT
913
Parkside Financial Bank & Trust
Missouri
$243K -$15.6K -188 -6%
TCOV
914
Trust Company of Vermont
Vermont
$243K +$76.2K +916 +48%
YWP
915
YorkBridge Wealth Partners
New York
$243K +$238K +2,858 New
CC
916
Cognios Capital
Kansas
$239K +$665 +8 +0.3%
CIC
917
Carnegie Investment Counsel
Ohio
$239K +$10.8K +130 +5%
ZCA
918
Zeke Capital Advisors
Pennsylvania
$239K +$230K +2,761 New
BAM
919
Baring Asset Management
United Kingdom
$238K +$229K +2,760 New
WPW
920
Waldron Private Wealth
Pennsylvania
$237K -$16K -193 -7%
FMC
921
First Merchants Corp
Indiana
$234K +$224K +2,700 New
ST
922
Smithfield Trust
Pennsylvania
$233K +$20.8K +250 +10%
CAM
923
Covenant Asset Management
New Jersey
$233K +$224K +2,700 New
TIA
924
Tandem Investment Advisors
South Carolina
$231K +$222K +2,675 New
MWM
925
Mission Wealth Management
California
$231K +$222K +2,676 New
35 36
37
38 39