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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1501
Next Capital Management
New York
$294K – – –
PIA
1502
Pinion Investment Advisors
Kansas
$294K +$4.82K +28 +2%
PSCM
1503
Per Stirling Capital Management
Texas
$293K +$689 +4 +0.2%
TNA
1504
True North Advisors
Texas
$292K -$9.64K -56 -3%
FBFS
1505
First Business Financial Services
Wisconsin
$292K +$43.7K +254 +17%
JPWM
1506
Jamison Private Wealth Management
Georgia
$291K +$689 +4 +0.2%
CF
1507
Centaurus Financial
California
$290K +$26.5K +154 +10%
NQWM
1508
Northwest Quadrant Wealth Management
Oregon
$289K -$3.1K -18 -1%
SL
1509
Sentry LLC
Tennessee
$289K – – –
SSWM
1510
Strait & Sound Wealth Management
California
$288K +$4.3K +25 +1%
SW
1511
SkyOak Wealth
Michigan
$288K -$21.5K -125 -7%
SCM
1512
SCS Capital Management
Massachusetts
$287K +$1.72K +10 +0.6%
NSUP
1513
NLB Skladi upravljanje premozenja
$287K – – –
OC
1514
Owlhouse Capital
New York
$287K +$293K +1,700 New
AIM
1515
AMI Investment Management
Indiana
$287K -$2.07K -12 -0.7%
AIM
1516
Athena Investment Management
California
$287K -$173K -1,007 -37%
CPW
1517
Crestmont Private Wealth
Texas
$287K – – –
VC
1518
Vicus Capital
Pennsylvania
$286K +$58.9K +342 +25%
BBA
1519
BLB&B Advisors
Pennsylvania
$286K +$344 +2 +0.1%
TF
1520
Threadgill Financial
Texas
$286K +$9.98K +58 +4%
1WM
1521
1900 Wealth Management
Texas
$286K +$291K +1,692 New
LI
1522
LRI Investments
Florida
$284K -$105K -608 -27%
CFO
1523
Cambient Family Office
Michigan
$283K -$20.5K -119 -7%
AAIM
1524
Asset Advisors Investment Management
Georgia
$283K – – –
GDP
1525
Great Diamond Partners
Maine
$283K – – –
59 60
61
62 63