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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1001
Baker Ellis Asset Management
Washington
$113K – – –
EWM
1002
Endurance Wealth Management
Rhode Island
$113K – – –
DAM
1003
Delta Asset Management
Tennessee
$110K +$12.9K +150 +13%
CAW
1004
Cornerstone Advisors (Washington)
Washington
$107K – – –
M
1005
MOTCO
Texas
$106K -$121K -1,399 -52%
VCM
1006
Versant Capital Management
Arizona
$103K +$109K +1,263 New
VCM
1007
Vigilant Capital Management
Maine
$102K -$19.4K -225 -15%
EFSCE
1008
Enterprise Financial Services Corp (EFSC)
Missouri
$100K -$17.1K -198 -14%
MA
1009
MCF Advisors
Kentucky
$96K +$604 +7 +0.6%
PMFA
1010
Plante Moran Financial Advisors
Michigan
$94K -$8.2K -95 -8%
GAM
1011
Gemmer Asset Management
California
$93K -$112K -1,298 -53%
AIM
1012
Arcadia Investment Management
Michigan
$93K -$18.1K -210 -16%
CGT
1013
Capital Guardian Trust
California
$89K – – –
KCPG
1014
Kavar Capital Partners Group
Kansas
$89K +$7.85K +91 +9%
RFA
1015
Reilly Financial Advisors
California
$89K +$23.7K +275 +34%
CF
1016
CenterStar Fund
Illinois
$83K – – –
VIA
1017
Vantage Investment Advisors
Pennsylvania
$82K +$8.63K +100 +11%
FAM
1018
Formidable Asset Management
Ohio
$79K – – –
DSC
1019
Duncker Streett & Co
Missouri
$76K +$10.8K +125 +16%
CLOS
1020
Compagnie Lombard Odier SCmA
Switzerland
$73K -$6.64K -77 -8%
DIA
1021
Davidson Investment Advisors
Montana
$69K +$21.6K +250 +42%
RFWA
1022
RPg Family Wealth Advisory
Massachusetts
$68.3K +$72.1K +835 New
TFO
1023
Tarbox Family Office
California
$68K -$1.99K -23 -3%
EDRAML
1024
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$65K +$69K +800 New
PHK
1025
Point72 Hong Kong
Hong Kong
$65K +$69K +800 New
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