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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
976
Roberts, Glore & Co
Illinois
$303K -$44K -450 -11%
ACM
977
Azimuth Capital Management
Michigan
$303K -$11K -113 -3%
SCA
978
STALEY CAPITAL ADVISERS
Pennsylvania
$302K – – –
LKIM
979
Lawson Kroeker Investment Management
Nebraska
$301K -$4.88K -50 -1%
BP
980
Ballentine Partners
Massachusetts
$300K -$26.9K -275 -7%
UF
981
Univest Financial
Pennsylvania
$300K -$879 -9 -0.3%
AI
982
ArchPoint Investors
Florida
$299K +$339K +3,465 New
SRC
983
Shufro Rose & Co
New York
$296K -$11.1K -114 -3%
BHBT
984
Burke & Herbert Bank & Trust
Virginia
$296K – – –
CG
985
CFO4Life Group
Texas
$295K -$10.3K -105 -3%
TA
986
TFG Advisers
Michigan
$295K +$335K +3,425 New
TWM
987
Tolleson Wealth Management
Texas
$295K +$335K +3,425 New
BW
988
Bison Wealth
Georgia
$294K +$46.5K +476 +16%
BAM
989
Barrett Asset Management
New York
$293K – – –
WOC
990
West Oak Capital
California
$292K -$5.86K -60 -2%
MFW
991
Mosaic Family Wealth
Missouri
$292K – – –
TVAMP
992
Tennessee Valley Asset Management Partners
Tennessee
$292K +$331K +3,392 New
FSA
993
Franklin Street Advisors
North Carolina
$291K – – –
IIM
994
Ipswich Investment Management
Massachusetts
$291K – – –
VC
995
Vicus Capital
Pennsylvania
$288K +$19.2K +196 +6%
FLPIM
996
F.L. Putnam Investment Management
Massachusetts
$288K +$42K +430 +15%
FHA
997
First Horizon Advisors
Tennessee
$287K -$2.54K -26 -0.8%
TWA
998
TCI Wealth Advisors
Arizona
$286K -$3.71K -38 -1%
AIM
999
Allen Investment Management
New York
$286K – – –
BB
1000
Bell Bank
North Dakota
$286K – – –
38 39
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