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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1126
PDS Planning
Ohio
$440K -$148 -1 -0%
CCG
1127
Catalina Capital Group
California
$437K +$45.4K +307 +11%
SLC
1128
Second Line Capital
Louisiana
$436K +$214K +1,449 +88%
CAM
1129
Chesapeake Asset Management
New York
$436K +$1.04K +7 +0.2%
AIP
1130
ARS Investment Partners
New York
$436K -$57.6K -389 -11%
AWM
1131
Aries Wealth Management
Maine
$435K – – –
RIA
1132
Realta Investment Advisors
Delaware
$435K -$90.6K -612 -17%
GS
1133
GTS Securities
Florida
$435K -$101K -679 -18%
EGA
1134
E&G Advisors
Texas
$434K -$7.4K -50 -2%
FCP
1135
Fidelis Capital Partners
Florida
$433K +$73.9K +499 +18%
CAL
1136
Capital Analysts LLC
Pennsylvania
$432K +$3.85K +26 +0.9%
LCWP
1137
Legacy Capital Wealth Partners
Arkansas
$432K +$452K +3,057 New
TAM
1138
Townsend Asset Management
North Carolina
$431K +$1.33K +9 +0.3%
DTC
1139
Davidson Trust Company
Washington
$429K -$42.9K -290 -9%
PCM
1140
Poehling Capital Management
Wisconsin
$429K – – –
MFG
1141
Magnus Financial Group
New York
$428K +$296 +2 +0.1%
BA
1142
Bridgewater Associates
Connecticut
$427K +$448K +3,028 New
SWM
1143
Stockman Wealth Management
Montana
$427K +$7.4K +50 +2%
FCBT
1144
First Citizens Bank & Trust
North Carolina
$426K +$59.2K +400 +15%
CCG
1145
Ceeto Capital Group
Florida
$424K – – –
AWA
1146
Aaron Wealth Advisors
Illinois
$423K +$56K +378 +14%
KCM
1147
Kanawha Capital Management
Virginia
$421K +$30.5K +206 +7%
GA
1148
Geller Advisors
New York
$418K -$2.96K -20 -0.7%
MFFIA
1149
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$418K – – –
BBHC
1150
Brown Brothers Harriman & Co
New York
$411K -$15.2K -103 -3%
44 45
46
47 48