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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1076
Notis-McConarty Edward
$276K – – –
FMP
1077
Financial Management Professionals
Texas
$276K +$6.01K +52 +2%
SWM
1078
Stockman Wealth Management
Montana
$276K +$54.6K +472 +24%
CPIG
1079
Chicago Partners Investment Group
Illinois
$274K – – –
KCM
1080
Kanawha Capital Management
Virginia
$274K – – –
PMFA
1081
Plante Moran Financial Advisors
Michigan
$273K -$4.97K -43 -2%
HCM
1082
Harvest Capital Management
New Hampshire
$269K -$98.3K -850 -26%
AA
1083
Apriem Advisors
California
$268K -$17.3K -150 -6%
CWM
1084
Cabot Wealth Management
Massachusetts
$268K – – –
EB
1085
Eastern Bank
Massachusetts
$267K – – –
MWP
1086
Moller Wealth Partners
$267K – – –
GCAC
1087
Guardian Capital Advisors (Canada)
Ontario, Canada
$266K +$11.6K +100 +5%
PC
1088
Port Capital
Illinois
$265K +$272K +2,352 New
NIM
1089
NuWave Investment Management
New Jersey
$264K -$676K -5,850 -71%
ARMT
1090
Amica Retiree Medical Trust
Rhode Island
$264K – – –
PCA
1091
Personal Capital Advisors
California
$264K +$20.7K +179 +8%
FCCM
1092
First City Capital Management
Georgia
$263K – – –
NFG
1093
Nations Financial Group
Iowa
$263K +$12.3K +106 +5%
LIM
1094
Loudon Investment Management
New Hampshire
$262K – – –
CAM
1095
Close Asset Management
United Kingdom
$261K – – –
CA
1096
Capital Advantage
California
$260K – – –
LA
1097
Legacy Advisors
Pennsylvania
$260K – – –
SFM
1098
Signature Financial Management
Virginia
$260K – – –
LCM
1099
Liberty Capital Management
Michigan
$259K – – –
CC
1100
Cognios Capital
Kansas
$258K -$94.9K -821 -26%
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44
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