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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1051
CSS LLC
Illinois
$421K +$112K +1,000 +40%
PI
1052
PFG Investments
New York
$420K -$26K -232 -6%
LWCFA
1053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$419K -$95.1K -847 -19%
BA
1054
Ballew Advisors
Mississippi
$419K +$112 +1 +0%
AIM
1055
Athena Investment Management
California
$418K – – –
EFMC
1056
Empire Financial Management Company
New York
$418K – – –
CGA
1057
Crescent Grove Advisors
Illinois
$418K +$2.47K +22 +0.6%
WP
1058
WealthSource Partners
California
$418K +$1.91K +17 +0.5%
AIP
1059
ARS Investment Partners
New York
$418K – – –
RA
1060
Ruggaard & Associates
Ohio
$414K – – –
CBT
1061
CoreFirst Bank & Trust
Kansas
$414K +$4.94K +44 +1%
EWM
1062
Empirical Wealth Management
Washington
$412K +$47.8K +426 +14%
DTC
1063
Davidson Trust Company
Washington
$412K – – –
MBT
1064
Montecito Bank & Trust
California
$412K -$38.7K -345 -9%
CT
1065
Chicago Trust
Illinois
$411K +$1.12K +10 +0.3%
DWM
1066
Drive Wealth Management
Utah
$410K +$18.1K +161 +5%
KIA
1067
KLR Investment Advisors
Rhode Island
$410K -$44.1K -393 -9%
CI
1068
CX Institutional
Indiana
$409K -$3.44M -30,676 -90%
WI
1069
Wedgewood Investors
Pennsylvania
$409K -$22.4K -200 -6%
UM
1070
UniSuper Management
Australia
$409K – – –
MIM
1071
Merrion Investment Management
New Jersey
$409K +$44.9K +400 +13%
APG
1072
Abacus Planning Group
South Carolina
$405K -$6.73K -60 -2%
CC
1073
Cadinha & Co
Hawaii
$405K +$2.25K +20 +0.6%
JHCP
1074
Jackson Hole Capital Partners
Oklahoma
$402K -$171K -1,527 -31%
PAG
1075
Powers Advisory Group
Illinois
$402K – – –
41 42
43
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