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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1051
Allen Investment Management
New York
$348K – – –
GJIC
1052
Gamble Jones Investment Counsel
California
$347K +$205 +2 +0.1%
GIA
1053
GHP Investment Advisors
Colorado
$347K -$20.5K -200 -6%
CAL
1054
Capital Analysts LLC
Pennsylvania
$346K +$8.59K +84 +3%
EM
1055
Excalibur Management
Massachusetts
$346K – – –
ST
1056
Spinnaker Trust
Maine
$344K -$13.6K -133 -4%
RSWM
1057
Robertson Stephens Wealth Management
California
$341K -$4.09K -40 -1%
CCM
1058
Chilton Capital Management
Texas
$341K +$31.6K +309 +10%
TWM
1059
Tanager Wealth Management
United Kingdom
$340K +$18.8K +184 +6%
BEC
1060
Blue Edge Capital
Virginia
$339K +$307 +3 +0.1%
DWT
1061
Dorsey & Whitney Trust
South Dakota
$338K +$3.89K +38 +1%
FIB
1062
First Interstate Bank
Montana
$336K -$12.8K -125 -4%
CW
1063
CreativeOne Wealth
Kansas
$335K +$38.1K +372 +13%
SAM
1064
Shell Asset Management
Netherlands
$335K +$272K +2,664 +479%
CIA
1065
Capital Investment Advisors
Georgia
$333K -$62K -606 -16%
PCMC
1066
Paragon Capital Management (Colorado)
Colorado
$332K – – –
FNBSF
1067
First National Bank Sioux Falls
South Dakota
$331K – – –
EGA
1068
E&G Advisors
Texas
$328K +$10.2K +100 +3%
MCA
1069
MSH Capital Advisors
Arizona
$328K -$5.11K -50 -2%
BMC
1070
Beaton Management Company
Massachusetts
$326K – – –
WPP
1071
Whalerock Point Partners
Rhode Island
$325K – – –
TW
1072
TrinityPoint Wealth
Connecticut
$323K +$20.7K +202 +7%
AAM
1073
Arabesque Asset Management
United Kingdom
$323K +$317K +3,100 New
FPAS
1074
Focus Partners Advisor Solutions
Missouri
$322K -$206K -2,016 -39%
PCA
1075
Personal Capital Advisors
California
$322K -$97.2K -950 -23%
41 42
43
44 45