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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1126
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K -$14.3K -150 -6%
BCM
1127
BTR Capital Management
California
$230K – – –
AW
1128
ACG Wealth
Georgia
$229K -$38.4K -404 -14%
AA
1129
Apriem Advisors
California
$229K – – –
PC
1130
Port Capital
Illinois
$229K +$190 +2 +0.1%
MA
1131
Mutual Advisors
Nebraska
$229K +$228K +2,403 New
BRWM
1132
B. Riley Wealth Management
Tennessee
$228K -$39.4K -415 -15%
PAM
1133
Private Asset Management
California
$228K -$17.6K -185 -7%
NFG
1134
Nations Financial Group
Iowa
$228K +$227K +2,393 New
LWM
1135
Liberty Wealth Management
California
$227K +$157K +1,653 +225%
CWM
1136
Cabot Wealth Management
Massachusetts
$226K – – –
ST
1137
Sentinel Trust
Texas
$226K +$226K +2,374 New
ACI
1138
Alpha Cubed Investments
California
$225K -$22.8K -240 -9%
NIM
1139
NuWave Investment Management
New Jersey
$225K +$208K +2,185 +1,256%
ARMT
1140
Amica Retiree Medical Trust
Rhode Island
$223K – – –
PFA
1141
Paradigm Financial Advisors
Missouri
$223K – – –
FCCM
1142
First City Capital Management
Georgia
$222K – – –
LIM
1143
Loudon Investment Management
New Hampshire
$221K – – –
CAM
1144
Close Asset Management
United Kingdom
$220K -$23.4M -245,750 -99%
WDA
1145
Wendell David Associates
New Hampshire
$219K -$49K -516 -18%
LCM
1146
Liberty Capital Management
Michigan
$219K +$219K +2,302 New
DJSG
1147
D.J. St. Germain
Massachusetts
$218K +$217K +2,287 New
JSL
1148
JT Stratford LLC
Georgia
$217K +$217K +2,285 New
GCAC
1149
Guardian Capital Advisors (Canada)
Ontario, Canada
$216K – – –
HCM
1150
Harvest Capital Management
New Hampshire
$216K +$216K +2,274 New
44 45
46
47 48