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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
1326
Alan B. Lancz & Associates
Ohio
$237K – – –
SAM
1327
Secure Asset Management
Michigan
$237K +$1.27K +10 +0.5%
DC
1328
Defender Capital
North Carolina
$237K – – –
FFA
1329
Fortune Financial Advisors
Kansas
$235K – – –
FFB
1330
First Financial Bankshares
Texas
$234K -$5.09K -40 -2%
CAL
1331
Capital Analysts LLC
Pennsylvania
$234K -$104K -815 -28%
SRC
1332
Shufro Rose & Co
New York
$233K – – –
SSWM
1333
Strait & Sound Wealth Management
California
$233K -$53.4K -420 -17%
PCA
1334
Purkiss Capital Advisors
Connecticut
$232K +$260K +2,040 New
FFG
1335
Fortem Financial Group
California
$232K -$44.9K -353 -15%
CWM
1336
Cabot Wealth Management
Massachusetts
$232K – – –
ADL
1337
Asset Dedication LLC
California
$232K – – –
CCWM
1338
Cassaday & Co Wealth Management
Virginia
$231K +$9.16K +72 +4%
OCG
1339
Opus Capital Group
Ohio
$231K -$59.4K -467 -19%
KA
1340
KLCM Advisors
Wisconsin
$231K -$5.98K -47 -2%
BCI
1341
Blue Capital Inc
Nebraska
$231K +$257K +2,024 New
GCM
1342
Greenland Capital Management
New York
$230K -$14K -110 -5%
HWA
1343
HHM Wealth Advisors
Tennessee
$230K +$1.15K +9 +0.4%
KJHP
1344
K.J. Harrison & Partners
Ontario, Canada
$229K +$254K +2,000 New
SEIA
1345
Signature Estate & Investment Advisors
California
$229K +$14.8K +116 +6%
KFA
1346
Krane Funds Advisors
New York
$229K -$43.5K -342 -15%
CCM
1347
Chiron Capital Management
Florida
$228K -$43K -338 -14%
AC
1348
Avestar Capital
New York
$228K +$15.1K +119 +6%
LWP
1349
LeClair Wealth Partners
Ohio
$228K +$255K +2,003 New
LA
1350
LM Advisors
California
$228K – – –
52 53
54
55 56