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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1001
Wedmont Private Capital
Pennsylvania
$552K +$117K +983 +31%
SA
1002
SAM Advisors
California
$551K +$494K +4,136 New
UH
1003
Unigestion Holding
Switzerland
$549K +$493K +4,126 New
TPM
1004
Triasima Portfolio Management
Quebec, Canada
$549K +$493K +4,125 New
FM
1005
Foster & Motley
Ohio
$549K +$1.08K +9 +0.2%
WSTAM
1006
Wilbanks Smith & Thomas Asset Management
Virginia
$548K +$120 +1 +0%
GFP
1007
Gryphon Financial Partners
Ohio
$546K +$50.9K +426 +11%
KWM
1008
Kolinsky Wealth Management
New Jersey
$546K +$3.23K +27 +0.7%
WG
1009
Welch Group
Alabama
$545K +$39.1K +327 +9%
WIC
1010
Wilkins Investment Counsel
Massachusetts
$544K -$10.6K -89 -2%
FEM
1011
Fulcrum Equity Management
Texas
$539K -$34.5K -289 -7%
CI
1012
Conning Inc
Connecticut
$538K -$2.39K -20 -0.5%
PGAM
1013
Princeton Global Asset Management
New Jersey
$537K +$478 +4 +0.1%
FMB
1014
Field & Main Bank
Kentucky
$537K -$3.59K -30 -0.7%
TC
1015
Trust Company
Kansas
$537K -$44.2K -370 -8%
FWTB
1016
First Western Trust Bank
Colorado
$536K – – –
AIA
1017
Angeles Investment Advisors
California
$535K +$6.21K +52 +1%
FIM
1018
Freedom Investment Management
Connecticut
$535K -$4.78K -40 -1%
BB
1019
Burford Brothers
Texas
$534K +$480K +4,014 New
RP
1020
Riverwater Partners
Wisconsin
$534K -$34.7K -290 -7%
VT
1021
Vise Technologies
New York
$533K -$325K -2,719 -40%
SPWM
1022
Straight Path Wealth Management
Michigan
$533K – – –
HAI
1023
Hennessy Advisors Inc
California
$533K – – –
KCIC
1024
Kuhn & Co Investment Counsel
Illinois
$528K +$474K +3,968 New
CG
1025
Cutler Group
California
$527K -$60.7K -508 -11%
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