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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1301
Cross Staff Investments
New York
$294K – – –
HBW
1302
Hazlett, Burt & Watson
West Virginia
$293K -$19.4K -162 -7%
LCM
1303
Leisure Capital Management
California
$293K – – –
CMS
1304
Capital Market Strategies
Florida
$292K +$39.8K +333 +18%
SIAP
1305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K +$5.98K +50 +2%
TFO
1306
Tarbox Family Office
California
$292K – – –
CCM
1307
Chiron Capital Management
Florida
$291K – – –
BMA
1308
Brooks Moore & Associates
Tennessee
$291K – – –
TWM
1309
Trueblood Wealth Management
Ohio
$290K +$261K +2,181 New
GHAM
1310
Gilman Hill Asset Management
Connecticut
$290K – – –
AIM
1311
Anchor Investment Management
South Carolina
$290K +$23.9K +200 +10%
SB
1312
Strategic Blueprint
Georgia
$290K -$18.4K -154 -7%
NG
1313
Norden Group
Utah
$288K +$36K +301 +16%
AIM
1314
Acropolis Investment Management
Missouri
$286K -$17.5K -146 -6%
PWW
1315
Pettyjohn Wood & White
Virginia
$285K -$71.4K -597 -22%
1WA
1316
180 Wealth Advisors
Washington
$284K +$38.4K +321 +18%
ADL
1317
Asset Dedication LLC
California
$284K +$20.4K +171 +9%
CS
1318
Cannell & Spears
New York
$283K – – –
CW
1319
CreativeOne Wealth
Kansas
$282K -$25.8K -216 -9%
CRC
1320
Curi RMB Capital
Illinois
$281K -$108K -907 -30%
H
1321
HoyleCohen
California
$280K +$19.5K +163 +8%
TPI
1322
Trust Point Inc
Wisconsin
$280K +$252K +2,106 New
PIA
1323
Perennial Investment Advisors
California
$280K -$18.5K -155 -7%
TNB
1324
Thomasville National Bank
Georgia
$280K -$9.44K -79 -4%
LWA
1325
Lantern Wealth Advisors
New York
$280K +$251K +2,104 New
51 52
53
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