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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
926
Pine Valley Investments
New Jersey
$942K -$15.5K -99 -2%
EA
927
Everpar Advisors
Oklahoma
$941K +$40.9K +261 +5%
WC
928
Whitney & Co
New York
$939K +$56.6K +361 +8%
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$931K +$108K +689 +16%
SC
930
Syon Capital
California
$931K -$32K -204 -4%
MHR
931
Matthew Hamilton Rosenberg
$930K +$13.5K +86 +2%
BAM
932
Belpointe Asset Management
Nevada
$928K +$233K +1,486 +41%
KIA
933
KCM Investment Advisors
California
$922K +$72.6K +463 +10%
RC
934
Rexford Capital
Texas
$921K +$1.25K +8 +0.2%
VBCG
935
Valley Brook Capital Group
Pennsylvania
$921K +$4.07K +26 +0.5%
BIM
936
Bridges Investment Management
Nebraska
$919K -$4.7K -30 -0.6%
AAM
937
Augustine Asset Management
Florida
$919K +$5.01K +32 +0.6%
MPWS
938
McCarter Private Wealth Services
Massachusetts
$916K +$67.4K +430 +9%
CCG
939
Ceeto Capital Group
Florida
$911K – – –
MBT
940
Montecito Bank & Trust
California
$910K -$75.2K -480 -9%
GPA
941
Garrison Point Advisors
California
$907K – – –
AGP
942
Autumn Glory Partners
Texas
$901K – – –
LFG
943
Larson Financial Group
Missouri
$900K +$259K +1,655 +50%
FNBTCON
944
First National Bank & Trust Co of Newtown
Pennsylvania
$899K -$116K -741 -13%
JHCP
945
Jackson Hole Capital Partners
Oklahoma
$897K +$157 +1 +0%
PPWP
946
Premier Path Wealth Partners
New Jersey
$895K +$47.8K +305 +7%
SAM
947
Smartleaf Asset Management
Massachusetts
$892K +$97K +619 +15%
CL
948
CSS LLC
Illinois
$891K +$154K +980 +25%
JIC
949
Joel Isaacson & Co
New York
$891K -$97K -619 -11%
HCM
950
Howland Capital Management
Massachusetts
$888K +$470K +3,000 +160%
36 37
38
39 40