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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
1926
Alpine Global Management
New York
– -$211K -1,294 Closed
FCCM
1927
First City Capital Management
Georgia
– -$210K -1,288 Closed
DI
1928
Diligent Investors
California
– -$209K -1,281 Closed
SIC
1929
Sigma Investment Counselors
Michigan
– -$209K -1,280 Closed
MSFS
1930
Main Street Financial Solutions
Pennsylvania
– -$209K -1,279 Closed
SOS
1931
Silver Oak Securities
Tennessee
– -$209K -1,277 Closed
BAAM
1932
Baker Avenue Asset Management
California
– -$208K -1,275 Closed
WTB
1933
Washington Trust Bank
Washington
– -$208K -1,275 Closed
CRIG
1934
Charter Research & Investment Group
Connecticut
– -$208K -1,273 Closed
OHWP
1935
Oak Harbor Wealth Partners
North Carolina
– -$207K -1,267 Closed
DWM
1936
Dopkins Wealth Management
New York
– -$207K -1,265 Closed
AFS
1937
Axiom Financial Strategies
Indiana
– -$206K -1,264 Closed
MCM
1938
Marathon Capital Management
Maryland
– -$206K -1,264 Closed
HCM
1939
Hengehold Capital Management
Ohio
– -$206K -1,263 Closed
DFCM
1940
Dark Forest Capital Management
Puerto Rico
– -$206K -1,262 Closed
DBIA
1941
Dumont & Blake Investment Advisors
New Jersey
– -$206K -1,262 Closed
HIC
1942
Holderness Investments Company
North Carolina
– -$206K -1,259 Closed
LA
1943
Legacy Advisors
Pennsylvania
– -$205K -1,252 Closed
OAM
1944
Occidental Asset Management
California
– -$204K -1,251 Closed
JAIC
1945
Josh Arnold Investment Consultant
Minnesota
– -$204K -1,250 Closed
PWAM
1946
Pinnacle West Asset Management
Wyoming
– -$204K -1,250 Closed
ONST
1947
Old North State Trust
North Carolina
– -$203K -1,244 Closed
TIA
1948
Tandem Investment Advisors
South Carolina
– -$202K -1,237 Closed
BFM
1949
Boston Financial Management
Massachusetts
– -$201K -1,233 Closed
HIIFS
1950
Harel Insurance Investments & Financial Services
Israel
– -$119K -728 Closed
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