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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1401
Integrated Investment Consultants
Michigan
– -$45K -467 Closed
PWM
1402
Perigon Wealth Management
California
– -$40K -417 Closed
WAS
1403
WESPAC Advisors SoCal
California
– -$28K -300 Closed
MCWS
1404
McKinley Carter Wealth Services
West Virginia
– -$28K -288 Closed
FCAG
1405
First Capital Advisors Group
New Jersey
– -$23K -239 Closed
ACM
1406
Armbruster Capital Management
New York
– -$19K -200 Closed
PFO
1407
Pathstone Family Office
New Jersey
– -$19K -191 Closed
OCM
1408
Oakview Capital Management
Texas
– -$16K -167 Closed
HFP
1409
Holistic Financial Partners
Indiana
– -$16K -165 Closed
LWA
1410
Lenox Wealth Advisors
New York
– -$13K -133 Closed
GGI
1411
Godsey & Gibb Inc
Virginia
– -$12K -122 Closed
SP
1412
SWS Partners
Ohio
– -$9K -92 Closed
AWA
1413
Acorn Wealth Advisors
Michigan
– -$7K -62 Closed
ECM
1414
Exchange Capital Management
Michigan
– -$5K -50 Closed
WWM
1415
Willingdon Wealth Management
North Carolina
– -$3K -33 Closed
AIM
1416
Advantage Investment Management
Iowa
– -$2K -22 Closed
NCM
1417
Nelson Capital Management
California
– -$1K -7 Closed
NR
1418
Newfound Research
Massachusetts
– +$112 +1 New
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