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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1101
Shelton Capital Management
Colorado
$297K -$2.18M -21,361 -88%
VWM
1102
Venturi Wealth Management
Texas
$295K +$290K +2,839 New
FA
1103
Faithward Advisors
Pennsylvania
$295K +$28.9K +283 +11%
IWA
1104
IVC Wealth Advisors
Pennsylvania
$293K +$6.96K +68 +2%
TL
1105
Tradewinds LLC
North Carolina
$292K -$187K -1,824 -39%
PFM
1106
Parsec Financial Management
North Carolina
$291K +$286K +2,799 New
BCM
1107
Basso Capital Management
Connecticut
$290K +$285K +2,787 New
WANY
1108
Wealthspire Advisors (New York)
New York
$288K +$283K +2,764 New
CB
1109
Cadence Bank
Mississippi
$287K – – –
LIA
1110
LBMC Investment Advisors
Tennessee
$287K +$102 +1 +0%
FBT
1111
First Bankers Trust
Kentucky
$286K -$18.4K -180 -6%
SCA
1112
STALEY CAPITAL ADVISERS
Pennsylvania
$285K – – –
AWM
1113
Angeles Wealth Management
California
$284K +$3.58K +35 +1%
RB
1114
Renasant Bank
Mississippi
$284K +$279K +2,724 New
SRG
1115
SBB Research Group
Illinois
$283K +$2.46K +24 +0.9%
WPC
1116
Wedmont Private Capital
Pennsylvania
$283K +$274K +2,680 New
EWM
1117
Empirical Wealth Management
Washington
$283K -$90.1K -881 -24%
NSAM
1118
North Star Asset Management
Wisconsin
$283K +$278K +2,715 New
LPIC
1119
LeJeune Puetz Investment Counsel
Michigan
$282K – – –
TSW
1120
Thompson Siegel & Walmsley
Virginia
$281K – – –
CWA
1121
Canvas Wealth Advisors
Kansas
$280K +$18.6K +182 +7%
DWA
1122
Douglass Winthrop Advisors
New York
$280K -$3.27K -32 -1%
CI
1123
CX Institutional
Indiana
$279K +$274K +2,682 New
MMG
1124
Monetary Management Group
Missouri
$279K – – –
PL
1125
Plancorp LLC
Missouri
$278K +$6.96K +68 +3%
43 44
45
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