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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1476
Pinnacle Family Advisors
Missouri
$305K +$1.89K +11 +0.6%
PWS
1477
Peterson Wealth Services
Utah
$304K -$1.38K -8 -0.4%
DAC
1478
Dividend Assets Capital
South Carolina
$304K -$120K -695 -28%
SCI
1479
Silver Coast Investments
United States
$303K – – –
QFP
1480
Quantum Financial Partners
Kansas
$303K +$309K +1,795 New
V
1481
ViaWealth
Kansas
$303K +$344 +2 +0.1%
PWS
1482
Pursuit Wealth Strategies
North Carolina
$303K -$1.55K -9 -0.5%
RCM
1483
Radnor Capital Management
Pennsylvania
$303K – – –
SP
1484
Stonebrook Private
Michigan
$302K +$85.7K +498 +39%
KFAS
1485
Keating Financial Advisory Services
Kansas
$302K +$11.7K +68 +4%
WIM
1486
Warwick Investment Management
Texas
$302K +$21.9K +127 +8%
RWM
1487
Riverbend Wealth Management
South Carolina
$300K -$324K -1,884 -51%
TCM
1488
Traynor Capital Management
Pennsylvania
$300K -$3.1K -18 -1%
SWMP
1489
Signature Wealth Management Partners
New Jersey
$298K – – –
TFO
1490
Tarbox Family Office
California
$298K – – –
SCM
1491
Stevens Capital Management
Pennsylvania
$298K -$33.9K -197 -10%
WCM
1492
Weik Capital Management
Pennsylvania
$298K -$17.2K -100 -5%
PIA
1493
Perennial Investment Advisors
California
$296K +$5.16K +30 +2%
SW
1494
SteelPeak Wealth
California
$295K +$2.93K +17 +1%
LA
1495
LM Advisors
California
$295K +$245K +1,425 +450%
NCM
1496
Next Capital Management
New York
$294K – – –
PIA
1497
Pinion Investment Advisors
Kansas
$294K +$4.82K +28 +2%
PSCM
1498
Per Stirling Capital Management
Texas
$293K +$689 +4 +0.2%
TNA
1499
True North Advisors
Texas
$292K -$9.64K -56 -3%
FBFS
1500
First Business Financial Services
Wisconsin
$292K +$43.7K +254 +17%
58 59
60
61 62