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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1101
Graypoint LLC
New York
$555K +$53.6K +372 +12%
AIM
1102
Athena Investment Management
California
$553K -$13.1K -91 -3%
VST
1103
Van Strum & Towne
California
$552K – – –
MFA
1104
Mayflower Financial Advisors
Massachusetts
$551K -$21.9K -152 -4%
APG
1105
Abacus Planning Group
South Carolina
$551K – – –
JIC
1106
Joel Isaacson & Co
New York
$546K -$29K -201 -6%
PAG
1107
Powers Advisory Group
Illinois
$546K – – –
TWM
1108
Tanager Wealth Management
United Kingdom
$544K +$7.06K +49 +1%
MCA
1109
MSH Capital Advisors
Arizona
$543K +$13K +90 +3%
DTC
1110
Davidson Trust Company
Washington
$543K -$14.4K -100 -3%
EM
1111
Excalibur Management
Massachusetts
$543K -$1.73K -12 -0.4%
VCP
1112
Verus Capital Partners
Arizona
$543K -$8.65K -60 -2%
AIM
1113
Allen Investment Management
New York
$542K – – –
ECU
1114
Eisler Capital (UK)
United Kingdom
$542K -$1.11M -7,729 -70%
DWM
1115
Drive Wealth Management
Utah
$536K -$30K -208 -6%
GF
1116
Goodman Financial
Texas
$535K -$77.1K -535 -14%
LC
1117
LCNB Corp
Ohio
$534K +$16.7K +116 +4%
CC
1118
Cadinha & Co
Hawaii
$534K – – –
EFG
1119
Everhart Financial Group
Ohio
$534K +$24.6K +171 +6%
MTC
1120
McDaniel Terry & Co
Texas
$534K +$14.3K +99 +3%
SIA
1121
Soltis Investment Advisors
Utah
$533K +$192K +1,330 +69%
RPC
1122
Rossmore Private Capital
Connecticut
$531K +$6.92K +48 +1%
OCBCO
1123
Oversea-Chinese Banking Corp (OCBC)
Singapore
$529K -$503K -3,489 -52%
FIA
1124
Foundations Investment Advisors
Arizona
$529K +$1.3K +9 +0.3%
ZB
1125
Zions Bancorporation
Utah
$529K +$15.4K +107 +3%
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