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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1301
Jacobs & Co
California
$427K – – –
CAG
1302
Crestwood Advisors Group
Massachusetts
$427K +$30.9K +197 +9%
HAS
1303
HBW Advisory Services
California
$426K +$23.8K +152 +7%
GSB
1304
Greenfield Savings Bank
Massachusetts
$425K – – –
ZIG
1305
Zullo Investment Group
Pennsylvania
$425K +$3.76K +24 +1%
WAM
1306
Walker Asset Management
Missouri
$423K -$19.6K -125 -5%
VC
1307
Vestor Capital
Illinois
$423K +$332K +2,121 +1,055%
MW
1308
Marble Wealth
Alabama
$422K -$1.56M -9,977 -81%
BCP
1309
Blackhawk Capital Partners
Wisconsin
$422K +$4.39K +28 +1%
PL
1310
Plancorp LLC
Missouri
$421K +$2.35K +15 +0.6%
DI
1311
Disciplined Investors
Texas
$421K +$9.87K +63 +3%
PPWM
1312
PFG Private Wealth Management
Florida
$420K +$16K +102 +5%
GCM
1313
Gables Capital Management
Florida
$419K -$39.2K -250 -10%
PIP
1314
Philadelphia Investment Partners
New Jersey
$419K +$360K +2,299 New
CA
1315
Callahan Advisors
Texas
$418K – – –
SP
1316
SmartHarvest Portfolios
Washington
$417K -$69.1K -441 -16%
AFG
1317
Allegheny Financial Group
Pennsylvania
$417K +$2.19K +14 +0.6%
DWAM
1318
Duncan Williams Asset Management
Tennessee
$417K – – –
LI
1319
LRI Investments
Florida
$417K +$37K +236 +12%
CCC
1320
Chelsea Counsel Company
California
$416K – – –
EFMH
1321
E Fund Management (HK)
Hong Kong
$415K +$357K +2,277 +75,900%
CCA
1322
Cadent Capital Advisors
Oklahoma
$415K +$1.57K +10 +0.4%
FPW
1323
Flywheel Private Wealth
California
$414K – – –
RDWM
1324
Red Door Wealth Management
Tennessee
$412K +$8.78K +56 +3%
LOPW
1325
Live Oak Private Wealth
North Carolina
$411K +$41.2K +263 +13%
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