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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1051
Hartford Financial Management
Connecticut
$389K -$1.81M -16,192 -83%
FA
1052
Faithward Advisors
Pennsylvania
$388K -$3.81K -34 -1%
BOPW
1053
Brandywine Oak Private Wealth
Pennsylvania
$388K -$17.9K -160 -5%
RCA
1054
Runnymede Capital Advisors
Ohio
$388K – – –
AIM
1055
Athena Investment Management
California
$388K – – –
SC
1056
Scotia Capital
Ontario, Canada
$387K – – –
HIA
1057
Harbor Investment Advisory
Maryland
$386K -$205K -1,834 -36%
JIC
1058
Joel Isaacson & Co
New York
$384K – – –
MRP
1059
Measured Risk Portfolios
California
$383K – – –
UF
1060
Univest Financial
Pennsylvania
$383K +$560 +5 +0.2%
MPWS
1061
McCarter Private Wealth Services
Massachusetts
$383K +$43K +384 +14%
FCP
1062
Fidelis Capital Partners
Florida
$382K +$3.36K +30 +1%
LC
1063
LCNB Corp
Ohio
$381K – – –
RPC
1064
Rossmore Private Capital
Connecticut
$381K -$224 -2 -0.1%
AIP
1065
ARS Investment Partners
New York
$380K – – –
BP
1066
Ballentine Partners
Massachusetts
$379K -$46.4K -414 -12%
BCM
1067
Birmingham Capital Management
Alabama
$379K -$398K -3,550 -53%
MFA
1068
Mayflower Financial Advisors
Massachusetts
$377K -$27K -241 -7%
VIP
1069
Vista Investment Partners
Oklahoma
$377K – – –
P
1070
Pitcairn
Pennsylvania
$376K -$190K -1,699 -35%
GIA
1071
GHP Investment Advisors
Colorado
$376K +$8.85K +79 +3%
HDIM
1072
Hanson & Doremus Investment Management
Vermont
$375K -$31K -277 -8%
SLC
1073
Second Line Capital
Louisiana
$374K – – –
OFS
1074
OneAscent Financial Services
Alabama
$373K -$313K -2,792 -48%
FCM
1075
Fourpath Capital Management
Oklahoma
$373K -$560 -5 -0.2%
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