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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1001
Beese Fulmer Investment Management
Ohio
$336K – – –
IIM
1002
Ipswich Investment Management
Massachusetts
$336K – – –
SCI
1003
Stableford Capital II
Arizona
$336K +$329K +3,286 New
AWM
1004
Aries Wealth Management
Maine
$335K – – –
BA
1005
Ballew Advisors
Mississippi
$335K – – –
IWP
1006
Icon Wealth Partners
Texas
$335K – – –
ACM
1007
Azimuth Capital Management
Michigan
$335K +$6.82K +68 +2%
IWA
1008
Inspirion Wealth Advisors
Illinois
$334K – – –
FBFS
1009
First Business Financial Services
Wisconsin
$330K – – –
PMG
1010
ProVise Management Group
Florida
$330K +$323K +3,221 New
DWA
1011
Douglass Winthrop Advisors
New York
$324K -$50.1K -500 -14%
VRM
1012
Vectors Research Management
New York
$324K – – –
OPTFSNA
1013
Old Point Trust & Financial Services N A
Virginia
$323K – – –
FTC
1014
Farmers Trust Company
Ohio
$322K -$1K -10 -0.3%
GC
1015
Gilbert & Cook
Iowa
$322K +$10.9K +109 +4%
WCM
1016
Whitener Capital Management
North Carolina
$321K +$7.72K +77 +3%
HWA
1017
HCR Wealth Advisors
California
$320K +$291K +2,900 New
SCM
1018
Schnieders Capital Management
California
$319K – – –
WPP
1019
Whalerock Point Partners
Rhode Island
$319K – – –
HI
1020
Horizon Investments
North Carolina
$317K -$3.66M -36,552 -92%
EGA
1021
E&G Advisors
Texas
$317K -$70.2K -700 -18%
WT
1022
Washington Trust
Rhode Island
$316K -$236K -2,356 -47%
CPIG
1023
Chicago Partners Investment Group
Illinois
$316K +$14.2K +142 +5%
BBA
1024
BLB&B Advisors
Pennsylvania
$315K -$3.01K -30 -1%
FSWA
1025
Financial Synergies Wealth Advisors
Texas
$314K +$44K +439 +17%
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