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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCP
1626
Z3 Capital Partners
Virginia
$237K -$2.93K -17 -1%
AIM
1627
Advyzon Investment Management
Illinois
$237K +$28.7K +167 +14%
GRWP
1628
Green Ridge Wealth Planning
New Jersey
$237K – – –
DT
1629
DV Trading
Illinois
$237K +$17.2K +100 +8%
RWS
1630
Resolute Wealth Strategies
Mississippi
$236K +$18.8K +109 +8%
OL
1631
Optas LLC
Texas
$235K +$16.9K +98 +8%
PHWA
1632
Petersen Hastings Wealth Advisors
Washington
$235K +$689 +4 +0.3%
CPA
1633
Cardiff Park Advisors
California
$235K – – –
PTCG
1634
Pring Turner Capital Group
California
$235K – – –
BWM
1635
Bullock Wealth Management
Indiana
$235K -$4.48K -26 -2%
SAM
1636
Secure Asset Management
Michigan
$234K -$3.96K -23 -2%
LRPA
1637
L. Roy Papp & Associates
Arizona
$233K – – –
SC
1638
Saiph Capital
New Jersey
$233K +$237K +1,379 New
HNWA
1639
Henrickson Nauta Wealth Advisors
Michigan
$232K +$1.03K +6 +0.4%
AW
1640
Avion Wealth
Texas
$232K +$2.58K +15 +1%
HBT
1641
Heartland Bank & Trust
Illinois
$232K +$5.68K +33 +2%
JC
1642
JB Capital
Connecticut
$232K -$1.72K -10 -0.7%
SFWA
1643
Summit Financial Wealth Advisors
Louisiana
$231K -$143K -831 -38%
EIP
1644
Ellis Investment Partners
Pennsylvania
$231K +$32K +186 +16%
ACIM
1645
Azimuth Capital Investment Management
Michigan
$231K – – –
EFSCE
1646
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$234K +1,360 New
MWA
1647
Meridian Wealth Advisors
Texas
$230K +$15.5K +90 +7%
EB
1648
Eastern Bank
Massachusetts
$229K -$861 -5 -0.4%
JEST
1649
JTC Employer Solutions Trustee
Jersey
$229K – – –
CST
1650
Charles Schwab Trust
Nevada
$229K +$30.1K +175 +15%
64 65
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