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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1101
Carl Stuart Investment Advisor
Texas
$298K – – –
SCM
1102
Shelton Capital Management
Colorado
$297K -$2.18M -21,361 -88%
VWM
1103
Venturi Wealth Management
Texas
$295K +$290K +2,839 New
FA
1104
Faithward Advisors
Pennsylvania
$295K +$28.9K +283 +11%
IWA
1105
IVC Wealth Advisors
Pennsylvania
$293K +$6.96K +68 +2%
TL
1106
Tradewinds LLC
North Carolina
$292K -$187K -1,824 -39%
PFM
1107
Parsec Financial Management
North Carolina
$291K +$286K +2,799 New
BCM
1108
Basso Capital Management
Connecticut
$290K +$285K +2,787 New
WANY
1109
Wealthspire Advisors (New York)
New York
$288K +$283K +2,764 New
CB
1110
Cadence Bank
Mississippi
$287K – – –
LIA
1111
LBMC Investment Advisors
Tennessee
$287K +$102 +1 +0%
FBT
1112
First Bankers Trust
Kentucky
$286K -$18.4K -180 -6%
SCA
1113
STALEY CAPITAL ADVISERS
Pennsylvania
$285K – – –
AWM
1114
Angeles Wealth Management
California
$284K +$3.58K +35 +1%
RB
1115
Renasant Bank
Mississippi
$284K +$279K +2,724 New
SRG
1116
SBB Research Group
Illinois
$283K +$2.46K +24 +0.9%
WPC
1117
Wedmont Private Capital
Pennsylvania
$283K +$274K +2,680 New
EWM
1118
Empirical Wealth Management
Washington
$283K -$90.1K -881 -24%
NSAM
1119
North Star Asset Management
Wisconsin
$283K +$278K +2,715 New
LPIC
1120
LeJeune Puetz Investment Counsel
Michigan
$282K – – –
TSW
1121
Thompson Siegel & Walmsley
Virginia
$281K – – –
CWA
1122
Canvas Wealth Advisors
Kansas
$280K +$18.6K +182 +7%
DWA
1123
Douglass Winthrop Advisors
New York
$280K -$3.27K -32 -1%
CI
1124
CX Institutional
Indiana
$279K +$274K +2,682 New
MMG
1125
Monetary Management Group
Missouri
$279K – – –
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