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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1101
E&G Advisors
Texas
$215K +$39.1K +400 +19%
NCM
1102
Next Capital Management
New York
$215K +$244K +2,500 New
YMRC
1103
Yorktown Management & Research Company
Virginia
$215K +$244K +2,500 New
DDC
1104
DF Dent & Co
Maryland
$213K -$4.88K -50 -2%
WP
1105
WealthSource Partners
California
$212K -$19.8K -203 -8%
MIP
1106
Marietta Investment Partners
Wisconsin
$212K – – –
LPT
1107
Legacy Private Trust
Wisconsin
$212K +$240K +2,461 New
VHAM
1108
Van Hulzen Asset Management
California
$211K -$18.8K -192 -7%
CCM
1109
Check Capital Management
California
$211K – – –
AWM
1110
Avior Wealth Management
Nebraska
$211K +$58.6K +600 +32%
GCAC
1111
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K – – –
BCM
1112
BTR Capital Management
California
$208K -$39.1K -400 -14%
MFG
1113
Monte Financial Group
Connecticut
$207K -$67.4K -690 -22%
AA
1114
Apriem Advisors
California
$207K +$3.03K +31 +1%
PC
1115
Port Capital
Illinois
$207K +$5.28K +54 +2%
CWM
1116
Cabot Wealth Management
Massachusetts
$205K – – –
LIA
1117
LBMC Investment Advisors
Tennessee
$204K -$23.3K -238 -9%
EB
1118
Eastern Bank
Massachusetts
$204K – – –
GC
1119
Gilbert & Cook
Iowa
$204K +$10.1K +103 +5%
PFA
1120
Paradigm Financial Advisors
Missouri
$202K -$12.8K -131 -5%
ARMT
1121
Amica Retiree Medical Trust
Rhode Island
$202K – – –
FCCM
1122
First City Capital Management
Georgia
$201K – – –
LIM
1123
Loudon Investment Management
New Hampshire
$200K – – –
QT
1124
Quantamental Technologies
New York
$198K +$225K +2,303 New
DSI
1125
Daiwa SB Investments
Japan
$196K +$24.4K +250 +12%
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