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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1151
Port Capital
Illinois
$303K +$27.9K +248 +10%
WPW
1152
Waldron Private Wealth
Pennsylvania
$302K +$17.2K +153 +6%
BFC
1153
Blue Fin Capital
Rhode Island
$301K -$8.43K -75 -3%
TWA
1154
TCI Wealth Advisors
Arizona
$300K -$68.4K -609 -18%
SFFS
1155
Stonehage Fleming Financial Services
Jersey
$300K – – –
WA
1156
WealthTrust Axiom
Pennsylvania
$300K +$337 +3 +0.1%
RICHC
1157
Renaissance Investment Consultants Holding Company
Pennsylvania
$299K +$305K +2,712 New
NFG
1158
Nations Financial Group
Iowa
$297K -$2.13K -19 -0.7%
EM
1159
Excalibur Management
Massachusetts
$296K -$2.81K -25 -0.9%
CG
1160
CFO4Life Group
Texas
$294K -$27.2K -242 -8%
IWM
1161
IHT Wealth Management
Illinois
$293K -$28.8K -256 -9%
CPIG
1162
Chicago Partners Investment Group
Illinois
$293K -$3.82K -34 -1%
AFG
1163
Albion Financial Group
Utah
$292K – – –
DAC
1164
Dividend Assets Capital
South Carolina
$292K +$1.91K +17 +0.7%
DSC
1165
Duncker Streett & Co
Missouri
$291K – – –
PCG
1166
Private Capital Group
Connecticut
$288K -$279K -2,487 -49%
UF
1167
Univest Financial
Pennsylvania
$288K -$41.1K -366 -10%
TSW
1168
Thompson Siegel & Walmsley
Virginia
$288K – – –
WAG
1169
Winthrop Advisory Group
Massachusetts
$287K +$1.91K +17 +0.7%
PA
1170
Probity Advisors
Texas
$286K -$19.1K -170 -6%
WP
1171
WealthSource Partners
California
$286K – – –
RP
1172
Rowlandmiller & Partners
Georgia
$284K -$6.18K -55 -2%
NFP
1173
Narus Financial Partners
Utah
$284K -$7.3K -65 -2%
YWP
1174
YorkBridge Wealth Partners
New York
$284K -$2.47K -22 -0.9%
SNT
1175
Security National Trust
West Virginia
$284K – – –
45 46
47
48 49