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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
976
Grace Capital
Massachusetts
$257K -$67.5K -800 -21%
GTAM
977
Global Trust Asset Management
Florida
$257K -$9.88K -117 -4%
MIM
978
Merrion Investment Management
New Jersey
$257K – – –
MFW
979
Mosaic Family Wealth
Missouri
$257K +$84 +1 +0%
SI
980
SCP Investment
California
$257K +$43.9K +520 +21%
DWM
981
Dakota Wealth Management
Florida
$256K -$19.1K -226 -7%
FHA
982
First Horizon Advisors
Tennessee
$256K -$13.8K -164 -5%
EGA
983
E&G Advisors
Texas
$253K – – –
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K +$23.6K +279 +10%
NW
985
NewEdge Wealth
Pennsylvania
$253K +$249K +2,945 New
SIM
986
SSI Investment Management
California
$252K -$1.18K -14 -0.5%
FSC
987
Full Sail Capital
Oklahoma
$252K – – –
MCA
988
Mercer Capital Advisers
New Jersey
$252K – – –
CCA
989
Cobblestone Capital Advisors
New York
$252K +$5.82K +69 +2%
MMG
990
Monetary Management Group
Missouri
$251K +$8.44K +100 +4%
BJL
991
Brighton Jones LLC
Washington
$250K +$36K +427 +17%
PA
992
PFG Advisors
Arizona
$249K – – –
MWPCG
993
Measured Wealth Private Client Group
New Hampshire
$249K +$2.36K +28 +1%
LC
994
LCNB Corp
Ohio
$248K – – –
TAM
995
Townsend Asset Management
North Carolina
$248K +$84 +1 +0%
FFBTD
996
First Financial Bank - Trust Division
Ohio
$248K +$2.53K +30 +1%
FAIM
997
Financial Advocates Investment Management
Washington
$247K -$23.6K -280 -9%
CCM
998
Chilton Capital Management
Texas
$247K +$243K +2,881 New
PIM
999
Perpetual Investment Management
Australia
$246K -$9.04M -107,145 -97%
HWA
1000
HCR Wealth Advisors
California
$246K – – –
38 39
40
41 42