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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
IVP
1426
Intrinsic Value Partners
Arizona
$331K – – –
TAM
1427
Townsend Asset Management
North Carolina
$331K +$516 +3 +0.2%
SFG
1428
Sather Financial Group
Texas
$330K +$56.8K +330 +20%
PWW
1429
Pettyjohn Wood & White
Virginia
$329K -$6.03K -35 -2%
DLA
1430
Douglas Lane & Associates
New York
$328K -$87.4K -508 -21%
SIC
1431
SJS Investment Consulting
Ohio
$327K +$6.54K +38 +2%
MIM
1432
Meixler Investment Management
Arizona
$327K -$12.2K -71 -4%
LA
1433
LVW Advisors
New York
$327K -$36.1K -210 -10%
BWM
1434
BKM Wealth Management
Wisconsin
$327K -$4.13K -24 -1%
TAM
1435
Trillium Asset Management
Massachusetts
$326K – – –
MAWA
1436
Moss Adams Wealth Advisors
Washington
$325K +$9.12K +53 +3%
CI
1437
Conning Inc
Connecticut
$325K -$91.6K -532 -22%
OAM
1438
Ostrum Asset Management
France
$324K – – –
BWCS
1439
Beirne Wealth Consulting Services
Connecticut
$323K – – –
FAN
1440
Financial Advisors Network
California
$323K +$33.9K +197 +11%
WCA
1441
Westover Capital Advisors
Delaware
$323K +$329K +1,909 New
CCM
1442
Chiron Capital Management
Florida
$322K -$17.2K -100 -5%
ITIM
1443
Indiana Trust & Investment Management
Indiana
$321K – – –
PCM
1444
Prelude Capital Management
New York
$321K +$105K +609 +47%
TWA
1445
TCI Wealth Advisors
Arizona
$321K +$40.8K +237 +14%
GSCM
1446
Greenfield Seitz Capital Management
Texas
$320K -$25.8K -150 -7%
SPW
1447
Signet Private Wealth
Illinois
$320K – – –
MTI
1448
Merrithew & Thorsten Inc
California
$319K +$2.24K +13 +0.7%
HCP
1449
Hexagon Capital Partners
Arkansas
$319K +$1.72K +10 +0.5%
CAM
1450
Columbia Asset Management
Michigan
$317K – – –