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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1476
InceptionR
California
$307K +$312K +1,814 New
SIS
1477
Sound Income Strategies
Florida
$306K +$49.1K +285 +19%
NGA
1478
Naples Global Advisors
Florida
$306K +$3.27K +19 +1%
WMA
1479
Wealth Management Associates
New Jersey
$306K -$953K -5,537 -75%
JE
1480
JMAC Enterprises
Pennsylvania
$305K – – –
PFA
1481
Pinnacle Family Advisors
Missouri
$305K +$1.89K +11 +0.6%
PWS
1482
Peterson Wealth Services
Utah
$304K -$1.38K -8 -0.4%
DAC
1483
Dividend Assets Capital
South Carolina
$304K -$120K -695 -28%
SCI
1484
Silver Coast Investments
United States
$303K – – –
QFP
1485
Quantum Financial Partners
Kansas
$303K +$309K +1,795 New
V
1486
ViaWealth
Kansas
$303K +$344 +2 +0.1%
PWS
1487
Pursuit Wealth Strategies
North Carolina
$303K -$1.55K -9 -0.5%
RCM
1488
Radnor Capital Management
Pennsylvania
$303K – – –
SP
1489
Stonebrook Private
Michigan
$302K +$85.7K +498 +39%
KFAS
1490
Keating Financial Advisory Services
Kansas
$302K +$11.7K +68 +4%
WIM
1491
Warwick Investment Management
Texas
$302K +$21.9K +127 +8%
RWM
1492
Riverbend Wealth Management
South Carolina
$300K -$324K -1,884 -51%
TCM
1493
Traynor Capital Management
Pennsylvania
$300K -$3.1K -18 -1%
SWMP
1494
Signature Wealth Management Partners
New Jersey
$298K – – –
TFO
1495
Tarbox Family Office
California
$298K – – –
SCM
1496
Stevens Capital Management
Pennsylvania
$298K -$33.9K -197 -10%
WCM
1497
Weik Capital Management
Pennsylvania
$298K -$17.2K -100 -5%
PIA
1498
Perennial Investment Advisors
California
$296K +$5.16K +30 +2%
SW
1499
SteelPeak Wealth
California
$295K +$2.93K +17 +1%
LA
1500
LM Advisors
California
$295K +$245K +1,425 +450%
58 59
60
61 62