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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1201
Principal Street Partners
Tennessee
$240K +$236K +2,304 New
CFG
1202
Cooper Financial Group
California
$240K +$235K +2,302 New
LCM
1203
Liberty Capital Management
Michigan
$240K +$235K +2,302 New
PFA
1204
Pinnacle Family Advisors
Missouri
$239K +$235K +2,297 New
WFMPM
1205
Woodley Farra Manion Portfolio Management
Indiana
$239K +$235K +2,294 New
HBW
1206
Hazlett, Burt & Watson
West Virginia
$237K +$614 +6 +0.3%
FFN
1207
Focus Financial Network
Minnesota
$237K +$233K +2,274 New
AWP
1208
Abacus Wealth Partners
California
$237K +$233K +2,274 New
CHA
1209
Carmichael Hill & Associates
Maryland
$235K +$921 +9 +0.4%
RIA
1210
Regal Investment Advisors
Michigan
$235K -$162K -1,584 -41%
DCM
1211
Donaldson Capital Management
Indiana
$235K +$231K +2,254 New
AIM
1212
Aigen Investment Management
New York
$234K +$230K +2,252 New
RFA
1213
Resurgent Financial Advisors
Georgia
$233K +$229K +2,243 New
WIM
1214
Warwick Investment Management
Texas
$233K +$229K +2,243 New
CFA
1215
Compass Financial Advisors
Indiana
$233K +$229K +2,237 New
GHAM
1216
Gilman Hill Asset Management
Connecticut
$233K +$229K +2,237 New
BFPW
1217
BOK Financial Private Wealth
Colorado
$232K – – –
CWG
1218
Cornerstone Wealth Group
North Carolina
$232K +$227K +2,224 New
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K -$4.3K -42 -2%
SIAP
1220
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$231K -$25.6K -250 -10%
FCCM
1221
First City Capital Management
Georgia
$231K +$227K +2,221 New
PIA
1222
Perennial Investment Advisors
California
$231K +$227K +2,217 New
CSI
1223
Cross Staff Investments
New York
$230K +$226K +2,209 New
NICM
1224
Neo Ivy Capital Management
New York
$229K +$86.8K +849 +63%
WTB
1225
Washington Trust Bank
Washington
$229K +$225K +2,201 New
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