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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1001
Bell Bank
North Dakota
$339K – – –
TWA
1002
TCI Wealth Advisors
Arizona
$338K – – –
SAM
1003
Summit Asset Management
Tennessee
$337K +$100 +1 +0%
BFIM
1004
Beese Fulmer Investment Management
Ohio
$336K – – –
IIM
1005
Ipswich Investment Management
Massachusetts
$336K – – –
SCI
1006
Stableford Capital II
Arizona
$336K +$329K +3,286 New
AWM
1007
Aries Wealth Management
Maine
$335K – – –
BA
1008
Ballew Advisors
Mississippi
$335K – – –
IWP
1009
Icon Wealth Partners
Texas
$335K – – –
ACM
1010
Azimuth Capital Management
Michigan
$335K +$6.82K +68 +2%
IWA
1011
Inspirion Wealth Advisors
Illinois
$334K – – –
FBFS
1012
First Business Financial Services
Wisconsin
$330K – – –
PMG
1013
ProVise Management Group
Florida
$330K +$323K +3,221 New
DWA
1014
Douglass Winthrop Advisors
New York
$324K -$50.1K -500 -14%
VRM
1015
Vectors Research Management
New York
$324K – – –
OPTFSNA
1016
Old Point Trust & Financial Services N A
Virginia
$323K – – –
FTC
1017
Farmers Trust Company
Ohio
$322K -$1K -10 -0.3%
GC
1018
Gilbert & Cook
Iowa
$322K +$10.9K +109 +4%
WCM
1019
Whitener Capital Management
North Carolina
$321K +$7.72K +77 +3%
HWA
1020
HCR Wealth Advisors
California
$320K +$291K +2,900 New
SCM
1021
Schnieders Capital Management
California
$319K – – –
WPP
1022
Whalerock Point Partners
Rhode Island
$319K – – –
HI
1023
Horizon Investments
North Carolina
$317K -$3.66M -36,552 -92%
EGA
1024
E&G Advisors
Texas
$317K -$70.2K -700 -18%
WT
1025
Washington Trust
Rhode Island
$316K -$236K -2,356 -47%
39 40
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