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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$240K +$236K +3,340 New
MA
977
Montag & Associates
Georgia
$240K +$237K +3,341 New
SW
978
SkyOak Wealth
Michigan
$239K +$235K +3,318 New
IIM
979
Ipswich Investment Management
Massachusetts
$236K +$232K +3,280 New
AA
980
AlphaCentric Advisors
Puerto Rico
$234K +$230K +3,248 New
SRC
981
Shufro Rose & Co
New York
$234K +$230K +3,250 New
QI
982
Qtron Investments
Massachusetts
$234K +$231K +3,256 New
RWA
983
Redhawk Wealth Advisors
Minnesota
$234K +$231K +3,257 New
CT
984
Columbia Trust
Oregon
$234K +$232K +3,270 New
GVAG
985
Great Valley Advisor Group
Delaware
$233K +$228K +3,224 New
SRC
986
Sage Rhino Capital
California
$233K +$229K +3,237 New
VRM
987
Vectors Research Management
New York
$232K – – –
ACM
988
Azimuth Capital Management
Michigan
$232K +$228K +3,221 New
WIA
989
Westbourne Investment Advisors
Maryland
$232K +$229K +3,229 New
NB
990
Northwest Bancshares
Pennsylvania
$231K -$2.61M -36,820 -92%
AG
991
Algert Global
California
$231K -$780K -11,021 -77%
OPTFSNA
992
Old Point Trust & Financial Services N A
Virginia
$230K +$227K +3,200 New
QCG
993
Quadrant Capital Group
Ohio
$229K +$78K +1,101 +53%
BFIM
994
Beese Fulmer Investment Management
Ohio
$229K +$225K +3,183 New
ATC
995
Argent Trust Co
Tennessee
$229K +$226K +3,190 New
PTC
996
Petrus Trust Company
Texas
$229K +$226K +3,191 New
GT
997
Greenleaf Trust
Michigan
$226K -$92K -1,299 -29%
TCA
998
Tortoise Capital Advisors
Kansas
$226K -$22.3K -315 -9%
BAM
999
Barrett Asset Management
New York
$226K – – –
PL
1000
Plancorp LLC
Missouri
$226K +$223K +3,149 New
38 39
40
41 42