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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
926
Kuhn & Co Investment Counsel
Illinois
$644K +$163K +1,209 +32%
MWM
927
Modern Wealth Management
Kansas
$644K +$74.6K +554 +12%
EFG
928
Everhart Financial Group
Ohio
$644K +$45.9K +341 +7%
GPA
929
Garrison Point Advisors
California
$643K – – –
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$641K -$269 -2 -0%
VWM
931
Venturi Wealth Management
Texas
$639K -$11.3K -84 -2%
AGP
932
Autumn Glory Partners
Texas
$638K +$34.1K +253 +5%
RWP
933
RWA Wealth Partners
Massachusetts
$636K +$79.1K +588 +14%
JHCP
934
Jackson Hole Capital Partners
Oklahoma
$635K -$7.94K -59 -1%
AWS
935
Arkfeld Wealth Strategies
Nebraska
$634K +$2.83K +21 +0.5%
EA
936
Everpar Advisors
Oklahoma
$633K -$61.2K -455 -8%
DP
937
Dearborn Partners
Illinois
$629K +$7.67K +57 +1%
SG
938
StoneX Group
New York
$627K -$242K -1,798 -27%
FCP
939
Fidelis Capital Partners
Florida
$625K +$37.8K +281 +6%
WC
940
Whitney & Co
New York
$618K +$323K +2,397 +100%
NL
941
NVWM LLC
Pennsylvania
$618K +$9.02K +67 +1%
TL
942
Tradewinds LLC
North Carolina
$618K -$37.3K -277 -5%
WT
943
Whittier Trust
California
$617K – – –
IRC
944
Investors Research Corp
Georgia
$616K – – –
GFP
945
Gryphon Financial Partners
Ohio
$611K +$57.7K +429 +10%
OCBCO
946
Oversea-Chinese Banking Corp (OCBC)
Singapore
$611K +$220K +1,632 +53%
NLGIA
947
Nippon Life Global Investors Americas
New York
$610K +$4.04K +30 +0.6%
ANTB
948
AMG National Trust Bank
Colorado
$604K – – –
PWPS
949
Pinnacle Wealth Planning Services
Ohio
$598K -$12.1K -90 -2%
5W
950
5T Wealth
California
$598K -$77K -572 -11%
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