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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
926
Jacobs & Co
California
$424K – – –
BP
927
Ballentine Partners
Massachusetts
$422K -$14K -121 -3%
BFIM
928
Beese Fulmer Investment Management
Ohio
$421K – – –
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$420K -$31.8K -275 -7%
BCB
930
Brian C. Broderick
$420K – – –
PCAP
931
Pratt Collard Advisory Partners
New York
$416K – – –
BDF
932
Balasa Dinverno & Foltz
$414K +$8.09K +70 +2%
YIA
933
YHB Investment Advisors
Connecticut
$414K +$108K +935 +34%
PG
934
Patten Group
Tennessee
$413K +$5.78K +50 +1%
IUHSA
935
Itau Unibanco Holding S.A.
Brazil
$410K +$96.8K +837 +30%
MWPCG
936
Measured Wealth Private Client Group
New Hampshire
$409K +$1.27K +11 +0.3%
ACM
937
Azimuth Capital Management
Michigan
$409K +$22.3K +193 +6%
ATC
938
Argent Trust Co
Tennessee
$408K +$22.1K +191 +6%
TCM
939
Tributary Capital Management
Nebraska
$406K -$11.6K -100 -3%
BMC
940
Beaton Management Company
Massachusetts
$405K – – –
JIC
941
Joel Isaacson & Co
New York
$405K +$809 +7 +0.2%
WPA
942
West Paces Advisors
Georgia
$405K -$2.31K -20 -0.6%
BFC
943
Blue Fin Capital
Rhode Island
$403K -$5.32K -46 -1%
UR
944
USCA RIA
Texas
$402K -$832K -7,199 -67%
GF
945
Goodman Financial
Texas
$402K – – –
SRC
946
Shufro Rose & Co
New York
$400K -$17.3K -150 -4%
MPWT
947
MassMutual Private Wealth & Trust
Connecticut
$400K -$16K -138 -4%
HA
948
Harbor Advisors
Florida
$399K – – –
LKIM
949
Lawson Kroeker Investment Management
Nebraska
$399K +$5.78K +50 +1%
PTC
950
Petrus Trust Company
Texas
$399K +$155K +1,342 +61%
36 37
38
39 40