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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1601
Whetstone Capital Advisors
Kansas
$248K – – –
ZF
1602
Zhang Financial
Michigan
$248K +$25.5K +148 +11%
SAM
1603
Sagewood Asset Management
New York
$245K +$24.6K +143 +11%
APA
1604
Astoria Portfolio Advisors
New York
$245K +$249K +1,448 New
PA
1605
PFG Advisors
Arizona
$243K -$120K -697 -33%
Kovitz Investment Group Partners
1606
Kovitz Investment Group Partners
Illinois
$243K -$21.2K -123 -8%
CCMR
1607
Core Capital Management & Research
Texas
$243K +$172K +1,000 New
JC
1608
JM2 Capital
Oklahoma
$243K +$1.72K +10 +0.7%
PC
1609
Purewater Capital
Texas
$242K -$861 -5 -0.3%
RZH
1610
Relyea Zuckerberg Hanson
Connecticut
$242K +$5.16K +30 +2%
JCM
1611
Jacobsen Capital Management
Utah
$242K +$172 +1 +0.1%
PWM
1612
Partners Wealth Management
California
$241K -$21.9K -127 -8%
AOWM
1613
Asset One Wealth Management
Washington
$241K +$212K +1,230 New
RCG
1614
Regatta Capital Group
California
$241K – – –
TCOK
1615
Trust Company of Kansas
Kansas
$241K +$36.3K +211 +17%
CFA
1616
CWS Financial Advisors
Michigan
$241K – – –
EWM
1617
Endowment Wealth Management
Wisconsin
$240K -$14.5K -84 -6%
CT
1618
Coastline Trust
Rhode Island
$240K – – –
HCM
1619
Hutchinson Capital Management
California
$240K +$1.72K +10 +0.7%
AIM
1620
Acropolis Investment Management
Missouri
$239K +$6.37K +37 +3%
CCM
1621
Chilton Capital Management
Texas
$239K – – –
MPIA
1622
Mountain Pacific Investment Advisers
Idaho
$238K – – –
TF
1623
Tompkins Financial
New York
$238K – – –
PBK
1624
Peoples Bank (Kansas)
Kansas
$238K – – –
BFO
1625
Biltmore Family Office
North Carolina
$237K -$44.1K -256 -15%