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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1201
Saxon Interests
Texas
$240K – – –
PSP
1202
Principal Street Partners
Tennessee
$240K +$236K +2,304 New
CFG
1203
Cooper Financial Group
California
$240K +$235K +2,302 New
LCM
1204
Liberty Capital Management
Michigan
$240K +$235K +2,302 New
PFA
1205
Pinnacle Family Advisors
Missouri
$239K +$235K +2,297 New
WFMPM
1206
Woodley Farra Manion Portfolio Management
Indiana
$239K +$235K +2,294 New
HBW
1207
Hazlett, Burt & Watson
West Virginia
$237K +$614 +6 +0.3%
FFN
1208
Focus Financial Network
Minnesota
$237K +$233K +2,274 New
AWP
1209
Abacus Wealth Partners
California
$237K +$233K +2,274 New
CHA
1210
Carmichael Hill & Associates
Maryland
$235K +$921 +9 +0.4%
RIA
1211
Regal Investment Advisors
Michigan
$235K -$162K -1,584 -41%
DCM
1212
Donaldson Capital Management
Indiana
$235K +$231K +2,254 New
AIM
1213
Aigen Investment Management
New York
$234K +$230K +2,252 New
RFA
1214
Resurgent Financial Advisors
Georgia
$233K +$229K +2,243 New
WIM
1215
Warwick Investment Management
Texas
$233K +$229K +2,243 New
CFA
1216
Compass Financial Advisors
Indiana
$233K +$229K +2,237 New
GHAM
1217
Gilman Hill Asset Management
Connecticut
$233K +$229K +2,237 New
BFPW
1218
BOK Financial Private Wealth
Colorado
$232K – – –
CWG
1219
Cornerstone Wealth Group
North Carolina
$232K +$227K +2,224 New
LWANC
1220
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K -$4.3K -42 -2%
SIAP
1221
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$231K -$25.6K -250 -10%
FCCM
1222
First City Capital Management
Georgia
$231K +$227K +2,221 New
PIA
1223
Perennial Investment Advisors
California
$231K +$227K +2,217 New
CSI
1224
Cross Staff Investments
New York
$230K +$226K +2,209 New
NICM
1225
Neo Ivy Capital Management
New York
$229K +$86.8K +849 +63%
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