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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
926
Smithfield Trust
Pennsylvania
$219K – – –
PA
927
Probity Advisors
Texas
$217K +$206K +2,623 New
EGA
928
Eagle Global Advisors
Texas
$215K -$90.8K -1,156 -31%
SICM
929
Sustainable Insight Capital Management
New York
$215K – – –
TSW
930
Thompson Siegel & Walmsley
Virginia
$215K – – –
WJA
931
Williams Jones & Associates
New York
$215K – – –
SCA
932
Salient Capital Advisors
Texas
$214K – – –
AFG
933
Albion Financial Group
Utah
$213K – – –
RBC
934
Ronald Blue & Co
Georgia
$213K +$3.14K +40 +2%
CIA
935
Choate Investment Advisors
Massachusetts
$212K – – –
AA
936
ALPS Advisors
Colorado
$212K +$201K +2,566 New
PMG
937
ProVise Management Group
Florida
$212K +$202K +2,571 New
CCMG
938
Clark Capital Management Group
Pennsylvania
$211K -$110K -1,407 -36%
BC
939
Bartlett & Co
Ohio
$211K +$78.5K +1,000 +65%
TFO
940
Tarbox Family Office
California
$211K +$137K +1,750 +219%
MWM
941
Modera Wealth Management
New Jersey
$210K -$11.9K -152 -6%
RCAG
942
Rehmann Capital Advisory Group
Michigan
$210K -$2.59K -33 -1%
HI
943
Hudock Inc
Pennsylvania
$207K +$1.26K +16 +0.6%
FHC
944
First Heartland Consultants
Missouri
$207K +$196K +2,502 New
JFL
945
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K -$7.85K -100 -4%
CAM
946
Covenant Asset Management
New Jersey
$203K +$192K +2,450 New
AI
947
Atria Investments
North Carolina
$203K +$193K +2,455 New
MIP
948
Marietta Investment Partners
Wisconsin
$203K +$193K +2,457 New
FAT
949
First American Trust
California
$203K +$193K +2,459 New
CWM
950
Cabot Wealth Management
Massachusetts
$203K +$193K +2,460 New
36 37
38
39 40