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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1051
Kolinsky Wealth Management
New Jersey
$286K +$23.8K +283 +9%
GFP
1052
Gryphon Financial Partners
Ohio
$284K +$276K +3,284 New
TWM
1053
Thrive Wealth Management
Pennsylvania
$282K -$8.16K -97 -3%
BEC
1054
Blue Edge Capital
Virginia
$281K +$337 +4 +0.1%
DTC
1055
Davidson Trust Company
Washington
$280K -$11.4K -136 -4%
YMRC
1056
Yorktown Management & Research Company
Virginia
$279K -$18.8K -224 -6%
RC
1057
Roundview Capital
New Jersey
$279K +$35.6K +423 +15%
BMC
1058
Beaton Management Company
Massachusetts
$277K +$6.31K +75 +2%
MCA
1059
MSH Capital Advisors
Arizona
$276K -$33.7K -400 -11%
FMLI
1060
Fukoku Mutual Life Insurance
Japan
$276K – – –
VAS
1061
Vestmark Advisory Solutions
Massachusetts
$276K +$15.8K +188 +6%
TC
1062
Towle & Co
Colorado
$275K +$268K +3,180 New
AWA
1063
Alaska Wealth Advisors
Alaska
$274K -$99.4K -1,182 -27%
BAMF
1064
BI Asset Management Fondsmaeglerselskab
Denmark
$273K +$266K +3,159 New
IIM
1065
InTrack Investment Management
Vermont
$273K +$266K +3,161 New
CBT
1066
CoreFirst Bank & Trust
Kansas
$272K -$1.68K -20 -0.6%
BWM
1067
BNC Wealth Management
Oregon
$270K +$263K +3,127 New
WPP
1068
Whalerock Point Partners
Rhode Island
$269K – – –
RSWM
1069
Robertson Stephens Wealth Management
California
$268K +$261K +3,108 New
PK
1070
Pflug Koory
Nebraska
$267K +$4.21K +50 +2%
AWM
1071
Axxcess Wealth Management
California
$267K +$260K +3,091 New
KCM
1072
Kanawha Capital Management
Virginia
$266K – – –
MRCM
1073
M&R Capital Management
New Jersey
$266K +$10.5K +125 +4%
FNBOSM
1074
First National Bank of South Miami
Florida
$263K -$20.3K -241 -7%
WPA
1075
West Paces Advisors
Georgia
$261K +$4.63K +55 +2%
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