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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1201
Port Capital
Illinois
$304K -$2.1K -17 -0.7%
NWM
1202
Northcape Wealth Management
New York
$304K – – –
TFA
1203
Teamwork Financial Advisors
Texas
$303K -$156K -1,262 -34%
PB
1204
Pinnacle Bancorp
Nebraska
$302K -$11.2K -91 -4%
FEM
1205
Fulcrum Equity Management
Texas
$301K +$18.4K +149 +7%
MWM
1206
Manske Wealth Management
Texas
$301K +$1.73K +14 +0.6%
GSB
1207
Greenfield Savings Bank
Massachusetts
$300K – – –
QP
1208
Quilter Plc
United Kingdom
$300K -$7.76K -63 -3%
LIM
1209
Letson Investment Management
Georgia
$300K – – –
GLA
1210
Good Life Advisors
Pennsylvania
$299K -$110K -896 -27%
MSWM
1211
Master's Wealth Management
Pennsylvania
$298K +$2.71K +22 +0.9%
MA
1212
Montag & Associates
Georgia
$298K – – –
AFG
1213
Allegheny Financial Group
Pennsylvania
$297K – – –
IIM
1214
Ipswich Investment Management
Massachusetts
$296K – – –
WC
1215
Whitney & Co
New York
$296K – – –
MAG
1216
M3 Advisory Group
Massachusetts
$294K +$7.52K +61 +3%
SW
1217
SkyOak Wealth
Michigan
$294K – – –
CA
1218
Callahan Advisors
Texas
$293K -$74.4K -604 -20%
TNB
1219
Thomasville National Bank
Georgia
$293K +$32.7K +265 +13%
MAWA
1220
Moss Adams Wealth Advisors
Washington
$292K +$51.6K +419 +22%
CSI
1221
Cross Staff Investments
New York
$292K – – –
EWS
1222
Evergreen Wealth Solutions
Pennsylvania
$292K +$291K +2,362 New
SOS
1223
Silver Oak Securities
Tennessee
$291K +$31.9K +259 +12%
MIP
1224
Marietta Investment Partners
Wisconsin
$291K – – –
DWM
1225
Denver Wealth Management
Colorado
$290K -$4.07K -33 -1%
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