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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1626
Pin Oak Investment Advisors
Texas
$61.2K – – –
WOSD
1627
WFA of San Diego
California
$59.6K – – –
FS
1628
Financially Speaking
Colorado
$58.3K +$384 +3 +0.7%
TC
1629
Tacita Capital
Ontario, Canada
$57.1K +$22.4K +175 +71%
CAM
1630
Costello Asset Management
Pennsylvania
$54.4K – – –
SC
1631
Steph & Co
Wisconsin
$53.2K +$14.7K +115 +42%
MFT
1632
Moisand Fitzgerald Tamayo
Florida
$52.4K – – –
KFP
1633
Kerr Financial Planning
California
$50.4K +$46.2K +361 New
CLOS
1634
Compagnie Lombard Odier SCmA
Switzerland
$50.3K -$13.8K -108 -23%
EA
1635
Evolution Advisers
Virginia
$50K – – –
CWM
1636
Copia Wealth Management
Oregon
$49.4K +$6.66K +52 +17%
PWMG
1637
Prestige Wealth Management Group
New Jersey
$48.7K – – –
BGA
1638
Battery Global Advisors
Massachusetts
$48.7K – – –
LAM
1639
Lynch Asset Management
Pennsylvania
$47.6K – – –
JGIA
1640
Jackson Grant Investment Advisers
Connecticut
$47.6K +$44.8K +350 New
TFG
1641
Team Financial Group
California
$47.6K +$384 +3 +0.9%
OA
1642
Operose Advisors
Wisconsin
$47.1K – – –
PAI
1643
Pittenger & Anderson Inc
Nebraska
$46.5K +$6.92K +54 +19%
GKIM
1644
GW&K Investment Management
Massachusetts
$45K +$1.15K +9 +3%
DWS
1645
Dynamic Wealth Strategies
California
$44.9K – – –
TC
1646
Trust Company
Kansas
$44.8K – – –
NECFA
1647
New England Capital Financial Advisors
Connecticut
$44.4K +$256 +2 +0.6%
CAM
1648
Chesapeake Asset Management
New York
$44.1K -$92.9K -725 -69%
CA
1649
Centerpoint Advisors
Massachusetts
$44K – – –
CTB
1650
Country Trust Bank
Illinois
$43.7K +$27K +211 +192%
64 65
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