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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1051
Corbyn Investment Management
Maryland
$425K – – –
PP
1052
PDS Planning
Ohio
$422K +$41.7K +338 +11%
HDIM
1053
Hanson & Doremus Investment Management
Vermont
$422K -$17.3K -140 -4%
BOPW
1054
Brandywine Oak Private Wealth
Pennsylvania
$421K -$24.4K -198 -5%
UWP
1055
Uniting Wealth Partners
Kansas
$420K +$616 +5 +0.1%
MFA
1056
Mayflower Financial Advisors
Massachusetts
$420K -$3.94K -32 -0.9%
CG
1057
Clifford Group
Massachusetts
$419K -$78.9K -640 -16%
DP
1058
Dearborn Partners
Illinois
$419K -$404K -3,277 -49%
TWM
1059
Tanager Wealth Management
United Kingdom
$418K +$12.3K +100 +3%
CIC
1060
Crawford Investment Counsel
Georgia
$418K +$97K +787 +30%
CC
1061
Courier Capital
New York
$417K – – –
RSWM
1062
Robertson Stephens Wealth Management
California
$417K -$63.6K -516 -13%
SWM
1063
Spire Wealth Management
Virginia
$416K +$62.2K +505 +18%
MIM
1064
MTM Investment Management
South Carolina
$415K -$3.7K -30 -0.9%
EM
1065
Excalibur Management
Massachusetts
$414K -$2.46K -20 -0.6%
TVAMP
1066
Tennessee Valley Asset Management Partners
Tennessee
$414K +$863 +7 +0.2%
WI
1067
Wedgewood Investors
Pennsylvania
$414K – – –
LA
1068
LexAurum Advisors
Kansas
$412K -$123 -1 -0%
PL
1069
Perpetual Ltd
Australia
$411K +$6.41K +52 +2%
AIM
1070
Allen Investment Management
New York
$410K – – –
SAM
1071
Smartleaf Asset Management
Massachusetts
$408K -$12.1K -98 -3%
RC
1072
Roundview Capital
New Jersey
$407K -$41.9K -340 -9%
BEC
1073
Blue Edge Capital
Virginia
$406K +$493 +4 +0.1%
FA
1074
Faithward Advisors
Pennsylvania
$406K +$123 +1 +0%
BIG
1075
Brooklyn Investment Group
New York
$404K +$138K +1,123 +52%
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