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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1626
Private Wealth Partners
California
– -$203K -2,000 Closed
ABLA
1627
Alan B. Lancz & Associates
Ohio
– -$202K -1,996 Closed
LWM
1628
Liberty Wealth Management
California
– -$202K -1,993 Closed
CFA
1629
Compass Financial Advisors
Indiana
– -$202K -1,988 Closed
EP
1630
Eudaimonia Partners
Tennessee
– -$201K -1,985 Closed
FPAS
1631
Focus Partners Advisor Solutions
Missouri
– -$200K -1,972 Closed
ETH
1632
Exos TFP Holdings
New York
– -$163K -1,605 Closed
GCP
1633
Garda Capital Partners
Minnesota
– -$101K -997 Closed
PCM
1634
Pointe Capital Management
Michigan
– -$85.7K -845 Closed
SC
1635
Schubert & Co
Texas
– -$71.9K -709 Closed
CIM
1636
Chiron Investment Management
New York
– -$70.1K -691 Closed
TCWA
1637
Ten Capital Wealth Advisors
Washington
– -$59.2K -584 Closed
ONST
1638
Old North State Trust
North Carolina
– -$56K -552 Closed
GLLW
1639
Graves Light Lenhart Wealth
Virginia
– -$46.8K -462 Closed
BA
1640
Bellwether Advisors
Nebraska
– -$33.4K -329 Closed
CM
1641
Cornerstone Management
Georgia
– -$21.3K -210 Closed
AWM
1642
Accel Wealth Management
Iowa
– -$15.9K -157 Closed
IWP
1643
IAG Wealth Partners
Wisconsin
– -$15.2K -150 Closed
QL
1644
Quarry LP
New York
– -$11.9K -117 Closed
EI
1645
Ellevest Inc
New York
– -$10K -99 Closed
AFG
1646
Albion Financial Group
Utah
– -$6.69K -66 Closed
WIM
1647
WealthPlan Investment Management
Nebraska
– -$6.71K -66 Closed
MIA
1648
Milestone Investment Advisors
Wisconsin
– -$5.07K -50 Closed
IAS
1649
IMA Advisory Services
Colorado
– -$3.35K -33 Closed
GFWA
1650
Grey Fox Wealth Advisors
Delaware
– -$2.84K -28 Closed
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