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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
Riversedge Advisors
Delaware
$596K +$226K +1,311 +59%
EAM
1102
Empirical Asset Management
Massachusetts
$594K +$392K +2,277 +184%
DP
1103
Dearborn Partners
Illinois
$594K -$52.7K -306 -8%
HT
1104
Headlands Technologies
Illinois
$594K +$371K +2,155 +159%
CPC
1105
Cookson Peirce & Co
Pennsylvania
$594K +$29.6K +172 +5%
OAM
1106
Oxford Asset Management
United Kingdom
$593K +$228K +1,326 +61%
SCM
1107
Schnieders Capital Management
California
$593K – – –
WIC
1108
Woodmont Investment Counsel
Tennessee
$593K +$3.44K +20 +0.6%
WPW
1109
Waldron Private Wealth
Pennsylvania
$593K +$77.5K +450 +15%
RP
1110
Riverwater Partners
Wisconsin
$592K -$20K -116 -3%
CIC
1111
Crawford Investment Counsel
Georgia
$590K +$1.89K +11 +0.3%
FFA
1112
Fi3 Financial Advisors
Indiana
$589K +$129K +751 +30%
CWMA
1113
Capstone Wealth Management (Alabama)
Alabama
$586K +$597K +3,468 New
MCM
1114
Mill Capital Management
North Carolina
$585K – – –
CAMG
1115
CWA Asset Management Group
Florida
$585K +$5.34K +31 +0.9%
LA
1116
LexAurum Advisors
Kansas
$583K +$1.38K +8 +0.2%
9C
1117
9823 Capital
Texas
$581K +$592K +3,438 New
CG
1118
Clifford Group
Massachusetts
$579K -$50.8K -295 -8%
EFG
1119
Ethos Financial Group
Pennsylvania
$577K – – –
SLC
1120
Second Line Capital
Louisiana
$577K -$3.96K -23 -0.7%
HC
1121
Hamilton Capital
Ohio
$576K -$81.1K -471 -12%
FMB
1122
Field & Main Bank
Kentucky
$576K +$18.1K +105 +3%
LPT
1123
Legacy Private Trust
Wisconsin
$576K – – –
EWS
1124
Evergreen Wealth Solutions
Pennsylvania
$574K -$49.7K -289 -10%
OPTFSNA
1125
Old Point Trust & Financial Services N A
Virginia
$571K -$12.9K -75 -2%
43 44
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46 47