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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1101
Valley National Advisers
Pennsylvania
$78K +$5.81K +74 +8%
TC
1102
Trust Company
Kansas
$77K -$46.1K -587 -38%
PCH
1103
PGIM Custom Harvest
New Jersey
$77K – – –
ME
1104
McIlrath & Eck
Washington
$75K +$78 +1 +0.1%
CI
1105
CX Institutional
Indiana
$74K -$346K -4,409 -83%
AW
1106
Avion Wealth
Texas
$74K – – –
BFC
1107
Bedel Financial Consulting
Indiana
$74K +$5.41K +69 +8%
SCA
1108
Stonebridge Capital Advisors
Minnesota
$73K +$69.8K +889 New
ACA
1109
Atlas Capital Advisors
Wyoming
$72.8K +$15.7K +200 +29%
PCG
1110
Private Capital Group
Connecticut
$68K -$53.4K -680 -45%
VCM
1111
Versant Capital Management
Arizona
$68K – – –
FP
1112
Fiduciary Planning
Florida
$66K – – –
MLFP
1113
MPS Loria Financial Planners
Illinois
$66K – – –
PFGIA
1114
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$14.1K +180 +28%
FP
1115
Financial Perspectives
Minnesota
$63K +$398K +5,074 +8,054%
SFP
1116
Sterling Financial Planning
New Jersey
$62K – – –
EW
1117
Evoke Wealth
California
$61K +$3.14K +40 +6%
EWM
1118
Elmwood Wealth Management
California
$61K +$58.8K +750 New
RFA
1119
Reilly Financial Advisors
California
$60K +$1.49K +19 +3%
TCM
1120
Tradewinds Capital Management
Washington
$58K -$6.91K -88 -11%
CPWM
1121
Cypress Point Wealth Management
Texas
$58K – – –
HI
1122
Hoey Investments
Pennsylvania
$58K +$5.1K +65 +10%
VCM
1123
Vigilant Capital Management
Maine
$57K +$54.9K +700 New
TFA
1124
Toth Financial Advisory
Virginia
$56K – – –
PP
1125
Pacifica Partners
Canada
$53K -$3.14K -40 -6%
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46 47