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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1451
IHT Wealth Management
Illinois
– -$293K -2,630 Closed
DAC
1452
Dividend Assets Capital
South Carolina
– -$292K -2,623 Closed
SRC
1453
Sage Rhino Capital
California
– -$275K -2,621 Closed
AFG
1454
Albion Financial Group
Utah
– -$292K -2,619 Closed
WAG
1455
Winthrop Advisory Group
Massachusetts
– -$287K -2,580 Closed
PA
1456
Probity Advisors
Texas
– -$286K -2,568 Closed
MFG
1457
Magnus Financial Group
New York
– -$284K -2,547 Closed
YWP
1458
YorkBridge Wealth Partners
New York
– -$284K -2,546 Closed
ACA
1459
Anchor Capital Advisors
Massachusetts
– -$283K -2,538 Closed
MWM
1460
Modera Wealth Management
New Jersey
– -$281K -2,519 Closed
CA
1461
CapWealth Advisors
Tennessee
– -$280K -2,517 Closed
GC
1462
Grimes & Company
Massachusetts
– -$279K -2,504 Closed
CW
1463
CreativeOne Wealth
Kansas
– -$278K -2,501 Closed
CWP
1464
Capital Wealth Planning
Florida
– -$278K -2,498 Closed
HFAS
1465
Hummer Financial Advisory Services
Illinois
– -$277K -2,490 Closed
LA
1466
Legacy Advisors
Pennsylvania
– -$277K -2,485 Closed
LPT
1467
Legacy Private Trust
Wisconsin
– -$274K -2,461 Closed
WA
1468
WP Advisors
California
– -$274K -2,458 Closed
MIP
1469
Marietta Investment Partners
Wisconsin
– -$274K -2,457 Closed
PCS
1470
Personal CFO Solutions
New Jersey
– -$273K -2,453 Closed
CAM
1471
Covenant Asset Management
New Jersey
– -$273K -2,450 Closed
AW
1472
ACG Wealth
Georgia
– -$273K -2,449 Closed
PPP
1473
Private Portfolio Partners
New Jersey
– -$271K -2,430 Closed
DTC
1474
Davidson Trust Company
Washington
– -$268K -2,412 Closed
MFG
1475
MidWestOne Financial Group
Iowa
– -$267K -2,404 Closed
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