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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
926
Doheny Asset Management
California
$901K – – –
QFW
927
QTR Family Wealth
Florida
$900K +$113K +658 +14%
EPW
928
Endeavor Private Wealth
Kansas
$893K -$99.3K -577 -10%
PWMAG
929
Pinnacle Wealth Management Advisory Group
New Jersey
$891K -$31.3K -182 -3%
ACM
930
Aster Capital Management
United Arab Emirates
$887K +$869K +5,051 +2,590%
BP
931
BWM Planning
Texas
$886K -$734K -4,265 -45%
IAN
932
Integrated Advisors Network
Texas
$885K -$15.8K -92 -2%
RG
933
Rathbones Group
United Kingdom
$883K -$69.5K -404 -7%
WC
934
Westhampton Capital
North Carolina
$877K – – –
CT
935
Chicago Trust
Illinois
$876K -$375K -2,181 -30%
PVI
936
Pine Valley Investments
New Jersey
$874K +$172 +1 +0%
TCOT
937
Trust Company of Toledo
Ohio
$874K -$19.8K -115 -2%
ESB
938
Essex Savings Bank
Connecticut
$873K -$41.1K -239 -4%
CWG
939
Cornerstone Wealth Group
North Carolina
$873K +$25.3K +147 +3%
MPWS
940
McCarter Private Wealth Services
Massachusetts
$872K +$22.9K +133 +3%
WC
941
Whitney & Co
New York
$871K +$172 +1 +0%
BIM
942
Bridges Investment Management
Nebraska
$871K +$18.1K +105 +2%
WETS
943
Wealth Enhancement Trust Services
South Dakota
$867K -$257K -1,492 -23%
NAMA
944
Nikko Asset Management Americas
New York
$865K -$499K -2,901 -36%
MHR
945
Matthew Hamilton Rosenberg
$863K – – –
AMBIA
946
Allen Mooney & Barnes Investment Advisors
Georgia
$863K -$18.2K -106 -2%
WFAG
947
Worth Financial Advisory Group
North Carolina
$860K +$875K +5,085 New
MBT
948
Montecito Bank & Trust
California
$859K +$15K +87 +2%
LFG
949
Larson Financial Group
Missouri
$855K +$20.3K +118 +2%
LOAMS
950
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K -$103K -600 -11%
36 37
38
39 40