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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1076
TrinityPoint Wealth
Connecticut
$334K +$20.2K +199 +6%
WANY
1077
Wealthspire Advisors (New York)
New York
$334K +$53.9K +530 +19%
CAL
1078
Capital Analysts LLC
Pennsylvania
$333K -$4.27K -42 -1%
MCA
1079
MSH Capital Advisors
Arizona
$332K +$12.8K +126 +4%
TWM
1080
Tanager Wealth Management
United Kingdom
$332K – – –
BEC
1081
Blue Edge Capital
Virginia
$331K +$407 +4 +0.1%
CC
1082
Callan Capital
California
$330K -$66.6K -655 -17%
TAM
1083
Townsend Asset Management
North Carolina
$329K -$12.6K -124 -4%
SGCA
1084
Steel Grove Capital Advisors
Tennessee
$328K +$35.2K +346 +12%
SWA
1085
SFMG Wealth Advisors
Texas
$327K +$20.1K +198 +7%
TW
1086
Transform Wealth
Colorado
$327K +$13.6K +134 +4%
CI
1087
CX Institutional
Indiana
$327K +$51.2K +504 +19%
TVAMP
1088
Tennessee Valley Asset Management Partners
Tennessee
$327K -$13.7K -135 -4%
SAM
1089
Shell Asset Management
Netherlands
$326K – – –
SSA
1090
Schonfeld Strategic Advisors
New York
$323K -$428K -4,210 -57%
FNBSF
1091
First National Bank Sioux Falls
South Dakota
$323K – – –
PCMC
1092
Paragon Capital Management (Colorado)
Colorado
$322K -$1.02K -10 -0.3%
NWM
1093
Northcape Wealth Management
New York
$322K +$323K +3,176 New
NRD
1094
Nebula Research & Development
New York
$321K +$322K +3,169 New
DWM
1095
Drive Wealth Management
Utah
$320K +$14.9K +147 +5%
LOAMS
1096
Lombard Odier Asset Management (Switzerland)
Switzerland
$320K +$321K +3,157 New
SIM
1097
Sentry Investment Management
Wisconsin
$320K -$20.9K -206 -6%
EGA
1098
E&G Advisors
Texas
$320K – – –
MFG
1099
Magnus Financial Group
New York
$317K +$9.05K +89 +3%
BMC
1100
Beaton Management Company
Massachusetts
$317K – – –
42 43
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