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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1101
E&G Advisors
Texas
$236K – – –
PCMC
1102
Paragon Capital Management (Colorado)
Colorado
$235K – – –
TAM
1103
Trillium Asset Management
Massachusetts
$235K – – –
MWM
1104
Modera Wealth Management
New Jersey
$235K +$235K +2,090 New
ET
1105
Equitable Trust
Tennessee
$234K +$235K +2,088 New
JT
1106
Jump Trading
Illinois
$233K +$234K +2,079 New
WCM
1107
Whitener Capital Management
North Carolina
$232K +$112 +1 +0%
GC
1108
Gilbert & Cook
Iowa
$231K +$231K +2,055 New
LA
1109
LVW Advisors
New York
$230K -$7.08K -63 -3%
SIC
1110
SFE Investment Counsel
California
$228K +$228K +2,028 New
FAT
1111
First American Trust
California
$227K -$50.4K -448 -18%
BC
1112
Barnett & Company
Tennessee
$227K – – –
DT
1113
Diversified Trust
Tennessee
$226K +$226K +2,008 New
EGA
1114
Eagle Global Advisors
Texas
$226K +$226K +2,008 New
WAP
1115
Wealthcare Advisory Partners
Pennsylvania
$225K +$14.5K +129 +7%
SIC
1116
Schwartz Investment Counsel
Michigan
$225K +$225K +2,000 New
AIA
1117
Arbor Investment Advisors
North Carolina
$225K +$225K +2,003 New
MFW
1118
Meristem Family Wealth
Minnesota
$225K +$225K +2,005 New
AIP
1119
Ahrens Investment Partners
Louisiana
$224K -$44.9K -399 -17%
GC
1120
Grace Capital
Massachusetts
$224K +$225K +2,000 New
KBFS
1121
Kohmann Bosshard Financial Services
Ohio
$223K – – –
BFC
1122
Bedel Financial Consulting
Indiana
$222K – – –
SWM
1123
Stockman Wealth Management
Montana
$222K +$222K +1,976 New
CPA
1124
Court Place Advisors
Maryland
$221K +$221K +1,965 New
MJRIC
1125
Mogy Joel R Investment Counsel
California
$221K +$221K +1,969 New
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