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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1901
Avestar Capital
New York
– -$225K -1,883 Closed
DIM
1902
Delta Investment Management
California
– -$216K -1,813 Closed
FEM
1903
Fulcrum Equity Management
Texas
– -$213K -1,787 Closed
SCM
1904
Spring Capital Management
Texas
– -$211K -1,767 Closed
ACS
1905
Archford Capital Strategies
Illinois
– -$209K -1,750 Closed
HTIM
1906
Harbour Trust & Investment Management
Indiana
– -$208K -1,741 Closed
GM
1907
GeoWealth Management
Illinois
– -$181K -1,515 Closed
Lazard Asset Management
1908
Lazard Asset Management
New York
– -$149K -1,253 Closed
YDMI
1909
Y.D. More Investments
Israel
– -$137K -1,147 Closed
WCMNY
1910
Westchester Capital Management (New York)
New York
– -$131K -1,100 Closed
CA
1911
Crossingbridge Advisors
New York
– -$119K -1,000 Closed
BCMLT
1912
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$104K -874 Closed
GC
1913
Garde Capital
Washington
– -$104K -872 Closed
HB
1914
Horizon Bancorp
Indiana
– -$89K -750 Closed
OW
1915
Olistico Wealth
Oklahoma
– -$87K -729 Closed
MPW
1916
MASECO Private Wealth
– -$80.6K -676 Closed
KWM
1917
Kiker Wealth Management
Georgia
– -$66.5K -557 Closed
MWM
1918
MorganRosel Wealth Management
Colorado
– -$65.1K -546 Closed
CM
1919
Capula Management
Cayman Islands
– -$64.3K -502 Closed
LFA
1920
Livelsberger Financial Advisory
Ohio
– -$53.6K -449 Closed
PFG
1921
Putney Financial Group
California
– -$50.9K -427 Closed
TCM
1922
Traub Capital Management
Massachusetts
– -$43.2K -362 Closed
LFA
1923
Legend Financial Advisors
Pennsylvania
– -$41.8K -350 Closed
BA
1924
Bellwether Advisors
Nebraska
– -$39.3K -329 Closed
T
1925
Transce3nd
Texas
– -$38.3K -321 Closed
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