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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1076
IHT Wealth Management
Illinois
$188K +$47.1K +495 +37%
PFBT
1077
Parkside Financial Bank & Trust
Missouri
$187K +$1.05K +11 +0.6%
CBT
1078
Capital Bank & Trust
California
$187K +$13K +137 +8%
BDWM
1079
Brewin Dolphin Wealth Management
Ireland
$182K – – –
STA
1080
Summit Trail Advisors
New York
$182K +$167K +1,753 New
1IA
1081
1834 Investment Advisors
Wisconsin
$182K +$171K +1,797 New
GRQ
1082
Gardner Russo & Quinn
Pennsylvania
$179K -$47.5K -500 -22%
BTIS
1083
BB&T Investment Services
North Carolina
$175K +$15.7K +165 +11%
DAM
1084
Diamant Asset Management
Connecticut
$173K +$162K +1,709 New
WA
1085
Winfield Associates
Ohio
$168K – – –
DPA
1086
Delphi Private Advisors
California
$166K – – –
WCM
1087
Whitener Capital Management
North Carolina
$166K +$156K +1,644 New
PCIA
1088
Prime Capital Investment Advisors
Kansas
$162K +$152K +1,600 New
VCM
1089
Versant Capital Management
Arizona
$160K +$17.5K +184 +13%
ADL
1090
Asset Dedication LLC
California
$159K -$2.85K -30 -2%
FMP
1091
Financial Management Professionals
Texas
$157K – – –
SIAP
1092
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$157K – – –
UOTTAIMCU
1093
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$156K +$147K +1,547 New
PMFA
1094
Plante Moran Financial Advisors
Michigan
$155K -$14.1K -148 -9%
TL
1095
TrueWealth LLC
Georgia
$151K +$142K +1,490 New
WIM
1096
Westside Investment Management
California
$145K – – –
FDS
1097
First Dallas Securities
Texas
$143K +$135K +1,415 New
FANJ
1098
Financial Architects (New Jersey)
New Jersey
$142K +$2.76K +29 +2%
GLI
1099
Guardian Life Insurance
New York
$141K +$39.5K +415 +43%
VIA
1100
Vantage Investment Advisors
Pennsylvania
$138K – – –
42 43
44
45 46