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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
H
1301
HoyleCohen
California
$204K -$9.35K -92 -4%
MPAM
1302
Murphy Pohlad Asset Management
Minnesota
$203K -$61K -600 -23%
PWP
1303
Private Wealth Partners
California
$203K +$203K +2,000 New
ABLA
1304
Alan B. Lancz & Associates
Ohio
$202K – – –
TCM
1305
True Capital Management
California
$202K +$203K +1,993 New
LWM
1306
Liberty Wealth Management
California
$202K +$203K +1,993 New
CFA
1307
Compass Financial Advisors
Indiana
$202K -$25.3K -249 -11%
EP
1308
Eudaimonia Partners
Tennessee
$201K -$9.76K -96 -5%
FRA
1309
Front Row Advisors
California
$201K – – –
FPAS
1310
Focus Partners Advisor Solutions
Missouri
$200K -$114K -1,126 -36%
NFSG
1311
Newbridge Financial Services Group
Florida
$197K +$33.5K +329 +20%
Loomis, Sayles & Company
1312
Loomis, Sayles & Company
Massachusetts
$193K +$153K +1,505 +376%
WSCM
1313
Wellington Shields Capital Management
New York
$192K – – –
GRP
1314
Global Retirement Partners
California
$190K +$22.2K +218 +12%
WSC
1315
Wellington Shields & Co
New York
$186K – – –
TWM
1316
Tradition Wealth Management
Minnesota
$183K +$8.95K +88 +5%
CBT
1317
Central Bank & Trust
Kentucky
$181K +$1.02K +10 +0.6%
BONH
1318
Bank of New Hampshire
New Hampshire
$178K -$1.02K -10 -0.6%
CAM
1319
Chesapeake Asset Management
New York
$176K +$177K +1,736 New
VC
1320
Vestor Capital
Illinois
$175K +$102 +1 +0.1%
PFBT
1321
Parkside Financial Bank & Trust
Missouri
$171K +$8.54K +84 +5%
SS
1322
Sunbelt Securities
Texas
$170K -$223K -2,196 -56%
APC
1323
Aspire Private Capital
North Carolina
$169K – – –
First Eagle Investment Management
1324
First Eagle Investment Management
New York
$166K -$49.7K -489 -23%
HBT
1325
Hills Bank & Trust
Iowa
$166K – – –