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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MPAM
1301
Murphy Pohlad Asset Management
Minnesota
$203K -$61K -600 -23%
PWP
1302
Private Wealth Partners
California
$203K +$203K +2,000 New
ABLA
1303
Alan B. Lancz & Associates
Ohio
$202K
TCM
1304
True Capital Management
California
$202K +$203K +1,993 New
LWM
1305
Liberty Wealth Management
California
$202K +$203K +1,993 New
CFA
1306
Compass Financial Advisors
Indiana
$202K -$25.3K -249 -11%
EP
1307
Eudaimonia Partners
Tennessee
$201K -$9.76K -96 -5%
FRA
1308
Front Row Advisors
California
$201K
FPAS
1309
Focus Partners Advisor Solutions
Missouri
$200K -$114K -1,126 -36%
NFSG
1310
Newbridge Financial Services Group
Florida
$197K +$33.5K +329 +20%
Loomis, Sayles & Company
1311
Loomis, Sayles & Company
Massachusetts
$193K +$153K +1,505 +376%
WSCM
1312
Wellington Shields Capital Management
New York
$192K
GRP
1313
Global Retirement Partners
California
$190K +$22.2K +218 +12%
WSC
1314
Wellington Shields & Co
New York
$186K
TWM
1315
Tradition Wealth Management
Minnesota
$183K +$8.95K +88 +5%
CBT
1316
Central Bank & Trust
Kentucky
$181K +$1.02K +10 +0.6%
BONH
1317
Bank of New Hampshire
New Hampshire
$178K -$1.02K -10 -0.6%
CAM
1318
Chesapeake Asset Management
New York
$176K +$177K +1,736 New
VC
1319
Vestor Capital
Illinois
$175K +$102 +1 +0.1%
PFBT
1320
Parkside Financial Bank & Trust
Missouri
$171K +$8.54K +84 +5%
SS
1321
Sunbelt Securities
Texas
$170K -$223K -2,196 -56%
APC
1322
Aspire Private Capital
North Carolina
$169K
First Eagle Investment Management
1323
First Eagle Investment Management
New York
$166K -$49.7K -489 -23%
HBT
1324
Hills Bank & Trust
Iowa
$166K
ETH
1325
Exos TFP Holdings
New York
$163K +$60.6K +596 +59%