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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1501
Warwick Investment Management
Texas
$302K -$137K -875 -35%
WFA
1502
Websterrogers Financial Advisors
South Carolina
$302K – – –
CFS
1503
Commonwealth Financial Services
West Virginia
$302K +$16.1K +103 +7%
MPAM
1504
Murphy Pohlad Asset Management
Minnesota
$301K – – –
EC
1505
EntryPoint Capital
New York
$300K +$258K +1,649 New
CFM
1506
Catalyst Funds Management
Australia
$300K +$258K +1,648 New
CCA
1507
Childress Capital Advisors
Texas
$299K -$2.19K -14 -0.8%
CIG
1508
Cullen Investment Group
Louisiana
$299K +$784 +5 +0.3%
MSWA
1509
Marshall & Sterling Wealth Advisors
New York
$299K – – –
ACA
1510
Atlas Capital Advisors
Wyoming
$298K -$148K -946 -37%
TF
1511
Threadgill Financial
Texas
$298K – – –
EFG
1512
Embree Financial Group
Illinois
$298K +$1.72K +11 +0.7%
CTWM
1513
Cherry Tree Wealth Management
Minnesota
$297K – – –
MCM
1514
M1 Capital Management
Michigan
$296K +$255K +1,626 New
SFG
1515
Sather Financial Group
Texas
$296K – – –
WP
1516
Wealthspan Partners
Iowa
$296K -$18.5K -118 -7%
SMA
1517
Seven Mile Advisory
New Jersey
$296K -$82.9K -529 -25%
NPFS
1518
Novak & Powell Financial Services
Florida
$295K – – –
MWPCG
1519
Measured Wealth Private Client Group
New Hampshire
$295K – – –
WCP
1520
Wealthcare Capital Partners
Pennsylvania
$293K +$1.88K +12 +0.8%
OHWP
1521
Oak Harbor Wealth Partners
North Carolina
$292K -$11.8K -75 -4%
FM
1522
Family Management
New York
$292K +$251K +1,601 New
FMLI
1523
Fukoku Mutual Life Insurance
Japan
$291K – – –
MCA
1524
McGuire Capital Advisors
Oklahoma
$291K – – –
CIA
1525
Choate Investment Advisors
Massachusetts
$291K +$250K +1,597 New
59 60
61
62 63