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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1051
Joel Isaacson & Co
New York
$356K +$11.5K +113 +3%
BA
1052
Ballew Advisors
Mississippi
$354K +$22.3K +219 +6%
GFP
1053
Gryphon Financial Partners
Ohio
$352K +$2.24K +22 +0.6%
WSTAM
1054
Wilbanks Smith & Thomas Asset Management
Virginia
$350K -$22.7K -223 -6%
FEM
1055
Fulcrum Equity Management
Texas
$350K +$59.1K +581 +20%
CBT
1056
CoreFirst Bank & Trust
Kansas
$349K – – –
DILIC
1057
Dai-ichi Life Insurance Company
Japan
$349K – – –
WP
1058
WealthSource Partners
California
$348K -$18.5K -182 -5%
APG
1059
Abacus Planning Group
South Carolina
$348K +$102K +1,002 +41%
MIM
1060
MTM Investment Management
South Carolina
$348K – – –
DTC
1061
Davidson Trust Company
Washington
$347K +$89K +875 +34%
TWM
1062
Tolleson Wealth Management
Texas
$347K – – –
CLOS
1063
Compagnie Lombard Odier SCmA
Switzerland
$346K +$40.7K +400 +13%
KIC
1064
Keating Investment Counselors
Florida
$343K -$46.3K -455 -12%
RA
1065
Ruggaard & Associates
Ohio
$342K +$343K +3,376 New
CW
1066
CreativeOne Wealth
Kansas
$342K +$14.8K +146 +5%
CCIA
1067
Campbell & Co Investment Adviser
Maryland
$341K -$101K -994 -23%
IVP
1068
Intrinsic Value Partners
Arizona
$341K -$114K -1,125 -25%
CIAS
1069
Capital Investment Advisory Services
North Carolina
$340K -$49.2K -484 -13%
CC
1070
Cadinha & Co
Hawaii
$340K +$29K +285 +9%
AIM
1071
Allen Investment Management
New York
$339K – – –
SP
1072
Successful Portfolios
Florida
$339K -$137K -1,350 -29%
EM
1073
Excalibur Management
Massachusetts
$338K +$1.52K +15 +0.5%
GIA
1074
GHP Investment Advisors
Colorado
$338K – – –
ST
1075
Spinnaker Trust
Maine
$335K – – –
41 42
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