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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1076
Ballentine Partners
Massachusetts
$444K +$10.9K +81 +2%
MNBTD
1077
Moody National Bank Trust Division
Texas
$443K +$3.9K +29 +0.9%
JE
1078
Jacobs Equity
Utah
$442K +$461K +3,428 New
RC
1079
Roundview Capital
New Jersey
$442K +$2.69K +20 +0.6%
MBWA
1080
Marin Bay Wealth Advisors
California
$440K +$459K +3,411 New
LPT
1081
Legacy Private Trust
Wisconsin
$439K +$35.4K +263 +8%
CIM
1082
Corbyn Investment Management
Maryland
$437K -$7.27K -54 -2%
UCI
1083
Uncommon Cents Investing
Wisconsin
$436K – – –
CWP
1084
Cyndeo Wealth Partners
Florida
$434K -$4.58K -34 -1%
CPA
1085
Capital Performance Advisors
California
$434K +$132K +979 +41%
SP
1086
Successful Portfolios
Florida
$434K +$66.8K +496 +19%
AG
1087
Ascent Group
Virginia
$433K +$103K +768 +30%
WI
1088
Wedgewood Investors
Pennsylvania
$432K – – –
AHL
1089
Abel Hall LLC
Louisiana
$432K +$450K +3,347 New
WG
1090
Welch Group
Alabama
$431K +$3.5K +26 +0.8%
CAMG
1091
CWA Asset Management Group
Florida
$431K -$1.88K -14 -0.4%
RFS
1092
RM Financial Services
Maine
$430K +$449K +3,335 New
RPC
1093
Rossmore Private Capital
Connecticut
$430K +$18.8K +140 +4%
MCA
1094
MSH Capital Advisors
Arizona
$429K -$5.38K -40 -1%
TWM
1095
Tanager Wealth Management
United Kingdom
$429K +$1.21K +9 +0.3%
NHC
1096
Nicholas Hoffman & Company
Georgia
$428K – – –
AIM
1097
Allen Investment Management
New York
$428K – – –
FM
1098
Foster & Motley
Ohio
$428K -$4.84K -36 -1%
CG
1099
Clifford Group
Massachusetts
$428K +$8.61K +64 +2%
PF
1100
Phoenix Financial
Israel
$428K +$232K +1,722 +108%
42 43
44
45 46