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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1601
Burke & Herbert Bank & Trust
Virginia
– -$243K -2,394 Closed
HWAM
1602
Hennion & Walsh Asset Management
New Jersey
– -$240K -2,367 Closed
PNC
1603
Park National Corp
Ohio
– -$236K -2,325 Closed
DBIA
1604
Dumont & Blake Investment Advisors
New Jersey
– -$235K -2,322 Closed
NP
1605
NorthRock Partners
Minnesota
– -$222K -2,186 Closed
PL
1606
Perpetual Ltd
Australia
– -$219K -2,164 Closed
BIC
1607
Beach Investment Counsel
Pennsylvania
– -$219K -2,160 Closed
FCBT
1608
First Citizens Bank & Trust
North Carolina
– -$218K -2,152 Closed
PFA
1609
Pinnacle Family Advisors
Missouri
– -$216K -2,128 Closed
GL
1610
Graypoint LLC
New York
– -$215K -2,122 Closed
MWP
1611
Meredith Wealth Planning
Illinois
– -$215K -2,121 Closed
BC
1612
Brookfield Corp
Ontario, Canada
– -$214K -2,106 Closed
DFG
1613
Delta Financial Group
New Jersey
– -$213K -2,101 Closed
AL
1614
Aspiriant LLC
California
– -$211K -2,077 Closed
SW
1615
SlateStone Wealth
Florida
– -$210K -2,070 Closed
WFA
1616
Websterrogers Financial Advisors
South Carolina
– -$208K -2,053 Closed
SL
1617
Sentry LLC
Tennessee
– -$207K -2,039 Closed
DC
1618
Defender Capital
North Carolina
– -$206K -2,036 Closed
CWM
1619
Cabot Wealth Management
Massachusetts
– -$206K -2,035 Closed
WI
1620
WrapManager Inc
California
– -$206K -2,035 Closed
ST
1621
Sentinel Trust
Texas
– -$206K -2,034 Closed
EDRIA
1622
Edmonds Duncan Registered Investment Advisors
Kansas
– -$206K -2,030 Closed
SFG
1623
Sovereign Financial Group
Connecticut
– -$205K -2,027 Closed
ATIA
1624
American Trust Investment Advisors
New Hampshire
– -$204K -2,015 Closed
MGAM
1625
McGowan Group Asset Management
Texas
– -$204K -2,012 Closed
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