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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1001
Legacy Advisors
Pennsylvania
$239K – – –
NME
1002
Notis-McConarty Edward
$239K – – –
JFL
1003
Jarislowsky, Fraser Ltd
Quebec, Canada
$239K +$21.1K +217 +10%
MCM
1004
Maryland Capital Management
Maryland
$238K -$73.2K -752 -23%
CC
1005
Courier Capital
New York
$237K +$97 +1 +0%
MIP
1006
Marietta Investment Partners
Wisconsin
$236K – – –
FAT
1007
First American Trust
California
$236K +$779 +8 +0.3%
CAM
1008
Covenant Asset Management
New Jersey
$235K – – –
KCM
1009
Kanawha Capital Management
Virginia
$233K – – –
FNBOH
1010
First National Bank of Hutchinson
Kansas
$233K +$33.2K +341 +16%
PGFC
1011
Peapack-Gladstone Financial Corp
New Jersey
$230K +$40.5K +416 +21%
FCCM
1012
First City Capital Management
Georgia
$230K – – –
AIP
1013
Ahrens Investment Partners
Louisiana
$229K -$22.5K -231 -9%
GW
1014
GW & Wade
Massachusetts
$229K -$15.9K -163 -6%
IWA
1015
Intercontinental Wealth Advisors
Texas
$229K +$17.6K +181 +8%
CWM
1016
Cabot Wealth Management
Massachusetts
$228K – – –
NA
1017
Navellier & Associates
Nevada
$227K -$48.7K -500 -17%
FWM
1018
Focused Wealth Management
New York
$226K -$9.64K -99 -4%
ARMT
1019
Amica Retiree Medical Trust
Rhode Island
$225K – – –
GCAC
1020
Guardian Capital Advisors (Canada)
Ontario, Canada
$224K – – –
PFA
1021
Paradigm Financial Advisors
Missouri
$224K – – –
LIM
1022
Loudon Investment Management
New Hampshire
$223K – – –
ANB
1023
Amarillo National Bank
Texas
$222K +$13.9K +143 +7%
RWA
1024
RGT Wealth Advisors
Texas
$222K +$16.1K +165 +8%
CA
1025
Capital Advantage
California
$221K -$1.85K -19 -0.8%
39 40
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