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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
926
Howland Capital Management
Massachusetts
$349K -$20.7K -212 -5%
SCM
927
SKBA Capital Management
California
$349K +$19.5K +200 +5%
HIIFS
928
Harel Insurance Investments & Financial Services
Israel
$349K +$97.7K +1,000 +33%
CIM
929
Corbyn Investment Management
Maryland
$348K -$8.7K -89 -2%
CIA
930
Capital Investment Advisors
Georgia
$347K -$195 -2 -0%
NICM
931
Neo Ivy Capital Management
New York
$347K +$394K +4,032 New
MPWT
932
MassMutual Private Wealth & Trust
Connecticut
$346K +$46K +471 +13%
MWM
933
Mission Wealth Management
California
$345K +$13.5K +138 +4%
LPIC
934
LeJeune Puetz Investment Counsel
Michigan
$344K +$56.8K +581 +17%
PCG
935
Private Capital Group
Connecticut
$343K -$8.5K -87 -2%
WIA
936
Westbourne Investment Advisors
Maryland
$343K – – –
JIC
937
Joel Isaacson & Co
New York
$342K +$8.99K +92 +3%
IAMOG
938
Investors Asset Management of Georgia
Georgia
$341K -$24.4K -250 -6%
TIA
939
Tiemann Investment Advisors
California
$339K – – –
BA
940
Boston Advisors
Massachusetts
$338K -$4.01K -41 -1%
CAM
941
Columbia Asset Management
Michigan
$338K – – –
WPC
942
Waters Parkerson & Co
Louisiana
$338K – – –
BDF
943
Balasa Dinverno & Foltz
$338K +$24.1K +247 +7%
CFGS
944
Concourse Financial Group Securities
Alabama
$338K +$145K +1,479 +60%
BWP
945
Baldwin Wealth Partners
Massachusetts
$337K – – –
PL
946
Perpetual Ltd
Australia
$337K – – –
FGC
947
Financial Gravity Companies
Texas
$336K +$348K +3,566 New
LC
948
LCNB Corp
Ohio
$335K +$201K +2,056 +112%
WSTAM
949
Wilbanks Smith & Thomas Asset Management
Virginia
$333K -$4.4K -45 -1%
CA
950
Centerpoint Advisors
Massachusetts
$332K – – –
36 37
38
39 40