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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1601
JM2 Capital
Oklahoma
$243K +$1.72K +10 +0.7%
PC
1602
Purewater Capital
Texas
$242K -$861 -5 -0.3%
RZH
1603
Relyea Zuckerberg Hanson
Connecticut
$242K +$5.16K +30 +2%
JCM
1604
Jacobsen Capital Management
Utah
$242K +$172 +1 +0.1%
PWM
1605
Partners Wealth Management
California
$241K -$21.9K -127 -8%
AOWM
1606
Asset One Wealth Management
Washington
$241K +$212K +1,230 New
RCG
1607
Regatta Capital Group
California
$241K – – –
TCOK
1608
Trust Company of Kansas
Kansas
$241K +$36.3K +211 +17%
CFA
1609
CWS Financial Advisors
Michigan
$241K – – –
EWM
1610
Endowment Wealth Management
Wisconsin
$240K -$14.5K -84 -6%
CT
1611
Coastline Trust
Rhode Island
$240K – – –
HCM
1612
Hutchinson Capital Management
California
$240K +$1.72K +10 +0.7%
AIM
1613
Acropolis Investment Management
Missouri
$239K +$6.37K +37 +3%
CCM
1614
Chilton Capital Management
Texas
$239K – – –
MPIA
1615
Mountain Pacific Investment Advisers
Idaho
$238K – – –
TF
1616
Tompkins Financial
New York
$238K – – –
PBK
1617
Peoples Bank (Kansas)
Kansas
$238K – – –
BFO
1618
Biltmore Family Office
North Carolina
$237K -$44.1K -256 -15%
ZCP
1619
Z3 Capital Partners
Virginia
$237K -$2.93K -17 -1%
AIM
1620
Advyzon Investment Management
Illinois
$237K +$28.7K +167 +14%
GRWP
1621
Green Ridge Wealth Planning
New Jersey
$237K – – –
DT
1622
DV Trading
Illinois
$237K +$17.2K +100 +8%
RWS
1623
Resolute Wealth Strategies
Mississippi
$236K +$18.8K +109 +8%
OL
1624
Optas LLC
Texas
$235K +$16.9K +98 +8%
PHWA
1625
Petersen Hastings Wealth Advisors
Washington
$235K +$689 +4 +0.3%
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