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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1101
Austin Private Wealth
Texas
$426K +$50.2K +373 +13%
BEC
1102
Blue Edge Capital
Virginia
$426K +$538 +4 +0.1%
CC
1103
Carlson Capital
Texas
$426K -$498K -3,700 -53%
LFG
1104
Larson Financial Group
Missouri
$424K -$10.6K -79 -2%
HIA
1105
Harbor Investment Advisory
Maryland
$424K -$404 -3 -0.1%
VCM
1106
Voleon Capital Management
California
$423K -$3.44M -25,574 -89%
CC
1107
Courier Capital
New York
$423K – – –
AC
1108
Apella Capital
Connecticut
$420K +$39.3K +292 +10%
IBOK
1109
Independence Bank of Kentucky
Kentucky
$420K +$1.88K +14 +0.4%
CCA
1110
Corps Capital Advisors
Texas
$420K -$48.2K -358 -10%
WPW
1111
Waldron Private Wealth
Pennsylvania
$419K +$1.35K +10 +0.3%
HFM
1112
Hartford Financial Management
Connecticut
$419K -$269 -2 -0.1%
SL
1113
Sentinus LLC
Illinois
$419K +$437K +3,247 New
MSWM
1114
Master's Wealth Management
Pennsylvania
$419K +$57.2K +425 +15%
FA
1115
Faithward Advisors
Pennsylvania
$419K -$538 -4 -0.1%
BAM
1116
Berkshire Asset Management
Pennsylvania
$419K +$150K +1,118 +53%
SAM
1117
Strategy Asset Managers
California
$417K +$22.3K +166 +5%
PP
1118
Pacifica Partners
Canada
$417K – – –
5NPW
1119
55 North Private Wealth
Florida
$417K +$435K +3,229 New
VDI
1120
Vaughan David Investments
Illinois
$416K -$87.2K -648 -17%
SLC
1121
Second Line Capital
Louisiana
$415K +$10.6K +79 +3%
GIA
1122
GHP Investment Advisors
Colorado
$414K +$9.69K +72 +2%
LC
1123
LCNB Corp
Ohio
$414K +$26.9K +200 +7%
BOPW
1124
Brandywine Oak Private Wealth
Pennsylvania
$414K -$7.27K -54 -2%
VIP
1125
Vista Investment Partners
Oklahoma
$413K – – –
43 44
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