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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1076
Kanawha Capital Management
Virginia
$274K – – –
PMFA
1077
Plante Moran Financial Advisors
Michigan
$273K -$4.97K -43 -2%
HCM
1078
Harvest Capital Management
New Hampshire
$269K -$98.3K -850 -26%
AA
1079
Apriem Advisors
California
$268K -$17.3K -150 -6%
CWM
1080
Cabot Wealth Management
Massachusetts
$268K – – –
EB
1081
Eastern Bank
Massachusetts
$267K – – –
MWP
1082
Moller Wealth Partners
$267K – – –
GCAC
1083
Guardian Capital Advisors (Canada)
Ontario, Canada
$266K +$11.6K +100 +5%
PC
1084
Port Capital
Illinois
$265K +$272K +2,352 New
NIM
1085
NuWave Investment Management
New Jersey
$264K -$676K -5,850 -71%
ARMT
1086
Amica Retiree Medical Trust
Rhode Island
$264K – – –
PCA
1087
Personal Capital Advisors
California
$264K +$20.7K +179 +8%
FCCM
1088
First City Capital Management
Georgia
$263K – – –
NFG
1089
Nations Financial Group
Iowa
$263K +$12.3K +106 +5%
LIM
1090
Loudon Investment Management
New Hampshire
$262K – – –
CAM
1091
Close Asset Management
United Kingdom
$261K – – –
CA
1092
Capital Advantage
California
$260K – – –
LA
1093
Legacy Advisors
Pennsylvania
$260K – – –
SFM
1094
Signature Financial Management
Virginia
$260K – – –
LCM
1095
Liberty Capital Management
Michigan
$259K – – –
CC
1096
Cognios Capital
Kansas
$258K -$94.9K -821 -26%
CCM
1097
Canal Capital Management
Virginia
$258K +$1.85K +16 +0.7%
IWA
1098
Intercontinental Wealth Advisors
Texas
$256K -$347 -3 -0.1%
WAG
1099
Winthrop Advisory Group
Massachusetts
$256K +$1.62K +14 +0.6%
GC
1100
Gilbert & Cook
Iowa
$255K +$24.2K +209 +10%
42 43
44
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