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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
951
Choate Investment Advisors
Massachusetts
$227K -$7.37K -87 -3%
WDA
952
Wendell David Associates
New Hampshire
$227K +$210K +2,478 New
DSC
953
Duncker Streett & Co
Missouri
$226K -$42.4K -500 -17%
FAT
954
First American Trust
California
$226K – – –
CWM
955
Cabot Wealth Management
Massachusetts
$225K – – –
MIP
956
Marietta Investment Partners
Wisconsin
$225K – – –
CAM
957
Covenant Asset Management
New Jersey
$224K – – –
KCM
958
Kanawha Capital Management
Virginia
$222K – – –
FHC
959
First Heartland Consultants
Missouri
$221K -$7.29K -86 -3%
FCCM
960
First City Capital Management
Georgia
$220K +$203K +2,400 New
JFL
961
Jarislowsky, Fraser Ltd
Quebec, Canada
$218K -$8.47K -100 -4%
CNB
962
Camden National Bank
Maine
$216K -$84.7K -1,000 -30%
AI
963
Atria Investments
North Carolina
$216K -$8.47K -100 -4%
VAM
964
Visionary Asset Management
Texas
$214K +$198K +2,333 New
PFA
965
Paradigm Financial Advisors
Missouri
$214K +$198K +2,340 New
B
966
Bailard
California
$213K +$197K +2,322 New
LIM
967
Loudon Investment Management
New Hampshire
$213K +$197K +2,327 New
CAM
968
Close Asset Management
United Kingdom
$212K +$50.8K +600 +35%
SBSB
969
Sullivan, Bruyette, Speros & Blaney
Virginia
$212K +$196K +2,318 New
LA
970
Legacy Advisors
Pennsylvania
$211K – – –
SBL
971
Sargent Bickham Lagudis
Colorado
$210K -$9.99K -118 -5%
LCM
972
Liberty Capital Management
Michigan
$209K – – –
RW
973
Rand Wealth
Maryland
$209K +$193K +2,277 New
GRQ
974
Gardner Russo & Quinn
Pennsylvania
$208K +$192K +2,270 New
RWA
975
RGT Wealth Advisors
Texas
$208K +$192K +2,272 New
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