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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
951
Ballew Advisors
Mississippi
$287K -$297K -3,520 -50%
AIM
952
Allen Investment Management
New York
$287K – – –
WA
953
WBH Advisory
Maryland
$286K -$50.6K -599 -13%
IA
954
IFG Advisory
Georgia
$285K -$72.3K -857 -20%
WSTAM
955
Wilbanks Smith & Thomas Asset Management
Virginia
$285K +$26.2K +310 +10%
SF
956
Summit Financial
New Jersey
$283K +$279K +3,302 New
AC
957
Avestar Capital
New York
$283K -$506 -6 -0.2%
CG
958
Cutler Group
California
$282K +$278K +3,295 New
TCM
959
Triumph Capital Management
Colorado
$282K +$303K +3,586 New
ECM
960
Evergreen Capital Management
Washington
$281K +$30K +355 +12%
AF
961
Allworth Financial
California
$277K +$16.7K +198 +7%
KPW
962
Kore Private Wealth
New York
$277K +$273K +3,232 New
PCIA
963
Prime Capital Investment Advisors
Kansas
$276K +$272K +3,220 New
IC
964
IEQ Capital
California
$275K +$270K +3,200 New
JAG
965
Journey Advisory Group
Kentucky
$274K +$269K +3,188 New
CA
966
Callahan Advisors
Texas
$273K +$268K +3,176 New
FWP
967
FAS Wealth Partners
Kansas
$271K +$12.7K +150 +5%
RSWM
968
Robertson Stephens Wealth Management
California
$271K +$267K +3,160 New
EH
969
Equitable Holdings
New York
$270K -$3.12K -37 -1%
BMC
970
Beaton Management Company
Massachusetts
$269K – – –
OPTFSNA
971
Old Point Trust & Financial Services N A
Virginia
$268K -$2.28K -27 -0.9%
WPP
972
Whalerock Point Partners
Rhode Island
$268K – – –
GW
973
GW & Wade
Massachusetts
$266K -$61.7K -731 -19%
KCM
974
Kanawha Capital Management
Virginia
$266K – – –
SCA
975
STALEY CAPITAL ADVISERS
Pennsylvania
$263K +$30.4K +360 +13%
37 38
39
40 41