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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
ALPS Advisors
Colorado
$281K -$182K -1,917 -41%
TWA
952
TCI Wealth Advisors
Arizona
$281K – – –
ZIC
953
ZWJ Investment Counsel
Georgia
$281K – – –
NB
954
Northwest Bancshares
Pennsylvania
$281K +$264K +2,775 New
DLA
955
Douglas Lane & Associates
New York
$279K -$39.1K -411 -13%
FC
956
Forte Capital
New York
$279K – – –
WPW
957
Waldron Private Wealth
Pennsylvania
$278K – – –
TAM
958
Todd Asset Management
Kentucky
$276K -$8.56K -90 -3%
CPIM
959
Columbia Partners Investment Management
Virginia
$276K -$190 -2 -0.1%
ACM
960
Argent Capital Management
Missouri
$276K – – –
CC
961
Cognios Capital
Kansas
$276K +$285 +3 +0.1%
NIMC
962
NWQ Investment Management Company
California
$275K -$80.2K -844 -24%
QSS
963
Quantitative Systematic Strategies
Florida
$275K +$259K +2,723 New
EA
964
Edge Advisors
Georgia
$274K – – –
SFFS
965
Stonehage Fleming Financial Services
Jersey
$273K -$92.7K -975 -27%
KIA
966
KCM Investment Advisors
California
$272K +$17.6K +185 +7%
DI
967
Diligent Investors
California
$271K – – –
APG
968
Abacus Planning Group
South Carolina
$271K +$255K +2,684 New
FLPIM
969
F.L. Putnam Investment Management
Massachusetts
$270K – – –
AWM
970
Altium Wealth Management
New York
$266K +$250K +2,631 New
LSAG
971
Lake Street Advisors Group
New Hampshire
$266K +$250K +2,631 New
SI
972
SII Investments
Wisconsin
$265K -$4.61M -48,458 -95%
PIA
973
Peachtree Investment Advisors
Georgia
$265K -$128K -1,351 -34%
AIP
974
Ahrens Investment Partners
Louisiana
$265K -$39.1K -411 -14%
NQWM
975
Northwest Quadrant Wealth Management
Oregon
$265K -$3.52K -37 -1%
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