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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1351
Grove Bank & Trust
Florida
– -$57K -559 Closed
OWA
1352
One Wealth Advisors
California
– -$57K -559 Closed
DCM
1353
Delpha Capital Management
New York
– -$48K -475 Closed
CT
1354
CPF Texas
Texas
– -$35K -344 Closed
KJWM
1355
Kiley Juergens Wealth Management
Washington
– -$34K -342 Closed
LGWM
1356
Litman Gregory Wealth Management
California
– -$35K -342 Closed
SCA
1357
Sander Capital Advisors
Washington
– -$34K -340 Closed
MIFH
1358
Migdal Insurance & Financial Holdings
Israel
– -$30K -301 Closed
CT
1359
Clearstead Trust
Maine
– -$25K -250 Closed
TG
1360
TLP Group
Illinois
– -$23K -232 Closed
BL
1361
Balentine LLC
Georgia
– -$18K -177 Closed
SPI
1362
Santori & Peters Inc
Pennsylvania
– -$12K -135 Closed
WA
1363
Waverly Advisors
Alabama
– -$12K -117 Closed
PCFFS
1364
Pacific Center for Financial Services
California
– -$10K -100 Closed
PCA
1365
Providence Capital Advisors
North Carolina
– -$10K -100 Closed
RCG
1366
Ruggie Capital Group
Florida
– -$5K -51 Closed
MPPLM
1367
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$4K -36 Closed
CMO
1368
Covenant Multifamily Offices
Texas
– -$2K -18 Closed
ST
1369
Sageworth Trust
Pennsylvania
– -$2K -16 Closed
SJIM
1370
St. Johns Investment Management
Florida
– +$97 +1 New
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