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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
Weik Capital Management
Pennsylvania
$405K – – –
AWM
902
Altium Wealth Management
New York
$405K +$2.59K +28 +0.6%
VDI
903
Vaughan David Investments
Illinois
$403K -$11.2K -121 -2%
CI
904
Conning Inc
Connecticut
$403K -$1.67K -18 -0.4%
WCM
905
Whitener Capital Management
North Carolina
$403K +$28.7K +310 +7%
PTC
906
Petrus Trust Company
Texas
$401K +$452K +4,888 New
JHCP
907
Jackson Hole Capital Partners
Oklahoma
$400K – – –
AIP
908
ARS Investment Partners
New York
$398K – – –
FMAEN1
909
Fund Management at Engine No 1
California
$398K +$82.8K +895 +23%
FLPIM
910
F.L. Putnam Investment Management
Massachusetts
$397K -$108K -1,167 -19%
PTC
911
Private Trust Company
Ohio
$396K -$119K -1,283 -21%
IVP
912
Intrinsic Value Partners
Arizona
$396K -$7.22K -78 -2%
CT
913
Coastline Trust
Rhode Island
$396K – – –
EH
914
Equitable Holdings
New York
$396K +$3.7K +40 +0.8%
KIA
915
KCM Investment Advisors
California
$395K +$99.5K +1,076 +29%
FIM
916
Freedom Investment Management
Connecticut
$394K -$228K -2,465 -34%
SA
917
Syntax Advisors
New York
$394K -$114K -1,230 -20%
VCG
918
Vantage Consulting Group
Virginia
$394K -$114K -1,230 -20%
HAG
919
HighPoint Advisor Group
Illinois
$391K +$455K +4,916 New
SFI
920
Siemens Fonds Invest
Germany
$390K +$833 +9 +0.2%
OWM
921
OneAscent Wealth Management
Alabama
$390K +$440K +4,752 New
OCM
922
Orleans Capital Management
Louisiana
$389K – – –
SAM
923
S.A. Mason
Michigan
$389K – – –
VT
924
Vise Technologies
New York
$388K -$177K -1,914 -29%
ET
925
Equitable Trust
Tennessee
$388K +$438K +4,735 New
35 36
37
38 39