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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1201
CWS Financial Advisors
Michigan
$226K +$4.86K +50 +2%
MIP
1202
Marietta Investment Partners
Wisconsin
$225K – – –
JC
1203
Jacobs & Co
California
$225K -$68K -700 -23%
CAM
1204
Close Asset Management
United Kingdom
$225K – – –
CCM
1205
Canal Capital Management
Virginia
$225K -$972 -10 -0.4%
EHWM
1206
Eads & Heald Wealth Management
Georgia
$224K +$229K +2,351 New
Kovitz Investment Group Partners
1207
Kovitz Investment Group Partners
Illinois
$223K +$227K +2,340 New
SW
1208
SkyOak Wealth
Michigan
$223K – – –
TTWM
1209
TCV Trust & Wealth Management
Virginia
$223K -$29.2K -300 -11%
STA
1210
Summit Trail Advisors
New York
$223K +$227K +2,334 New
HWMG
1211
Hurlow Wealth Management Group
Indiana
$223K +$97 +1 +0%
BEI
1212
Benjamin Edwards Inc
Missouri
$222K -$30.9K -318 -12%
FNFDCM
1213
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K – – –
WJA
1214
Willis Johnson & Associates
Texas
$222K -$6.51K -67 -3%
WIM
1215
Warwick Investment Management
Texas
$221K +$7.68K +79 +4%
SVWAG
1216
Sound View Wealth Advisors Group
Georgia
$221K +$7.97K +82 +4%
HBW
1217
Hazlett, Burt & Watson
West Virginia
$221K +$972 +10 +0.4%
QT
1218
Quantbot Technologies
New York
$221K -$282K -2,899 -56%
CAM
1219
Covenant Asset Management
New Jersey
$220K – – –
DWT
1220
Dorsey & Whitney Trust
South Dakota
$220K -$181K -1,857 -45%
DCM
1221
Donaldson Capital Management
Indiana
$220K +$5.25K +54 +2%
PSP
1222
Principal Street Partners
Tennessee
$220K – – –
CIC
1223
Crawford Investment Counsel
Georgia
$220K +$224K +2,304 New
LCM
1224
Liberty Capital Management
Michigan
$220K – – –
ACIM
1225
Azimuth Capital Investment Management
Michigan
$219K -$4.86K -50 -2%