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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1301
Cadence Bank
Mississippi
– -$366K -5,239 Closed
LAM
1302
Lingohr Asset Management
Germany
– -$357K -5,100 Closed
UFG
1303
United Fire Group
Iowa
– -$352K -5,029 Closed
JWM
1304
JFG Wealth Management
Colorado
– -$317K -4,534 Closed
BIM
1305
Bridges Investment Management
Nebraska
– -$283K -4,049 Closed
IHL
1306
Investment House LLC
California
– -$264K -3,781 Closed
WIC
1307
Woodmont Investment Counsel
Tennessee
– -$254K -3,637 Closed
PFA
1308
Pinnacle Family Advisors
Missouri
– -$254K -3,627 Closed
SG
1309
Somerset Group
Minnesota
– -$253K -3,611 Closed
LHC
1310
Little House Capital
Massachusetts
– -$244K -3,495 Closed
TYCC
1311
Texas Yale Capital Corp
Florida
– -$236K -3,381 Closed
GAM
1312
Gotham Asset Management
New York
– -$232K -3,319 Closed
E
1313
Ergoteles
New York
– -$224K -3,200 Closed
SL
1314
Stevard LLC
Illinois
– -$205K -2,930 Closed
PWM
1315
Perigon Wealth Management
California
– -$105K -1,500 Closed
FPCG
1316
Fort Pitt Capital Group
Pennsylvania
– -$70K -1,000 Closed
TIAM2
1317
Tru Independence Asset Management 2
Oregon
– -$66K -937 Closed
CYG
1318
Clean Yield Group
Vermont
– -$63K -895 Closed
PFO
1319
Pathstone Family Office
New Jersey
– -$56K -806 Closed
KCM
1320
Kathmere Capital Management
Pennsylvania
– -$55K -790 Closed
LFASL
1321
Lugano Financial Advisors SA (LFA)
Switzerland
– -$50K -717 Closed
RWA
1322
Ropes Wealth Advisors
Massachusetts
– -$48K -689 Closed
BWM
1323
Birchcreek Wealth Management
Ohio
– -$41K -593 Closed
AIL
1324
AGF Investments LLC
Ontario, Canada
– -$40K -567 Closed
SIAG
1325
Safeguard Investment Advisory Group
California
– -$38K -544 Closed
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