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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
1951
Hudson Valley Investment Advisors
New York
– -$303K -2,225 Closed
PCM
1952
Polymer Capital Management
New York
– -$298K -2,190 Closed
AA
1953
Alta Advisers
United Kingdom
– -$278K -2,045 Closed
PTC
1954
Petrus Trust Company
Texas
– -$271K -1,994 Closed
MWA
1955
Meridian Wealth Advisors
Texas
– -$266K -1,957 Closed
GCM
1956
Greenland Capital Management
New York
– -$265K -1,950 Closed
SWGC
1957
Summit Wealth Group (Colorado)
Colorado
– -$224K -1,860 Closed
RCM
1958
Requisite Capital Management
Texas
– -$249K -1,831 Closed
AAA
1959
American Alpha Advisors
New York
– -$247K -1,814 Closed
PCMC
1960
Paragon Capital Management (Colorado)
Colorado
– -$242K -1,777 Closed
NC
1961
NovaPoint Capital
Georgia
– -$240K -1,767 Closed
KLWA
1962
Kelly Lawrence W & Associates
California
– -$239K -1,758 Closed
TC
1963
Touchstone Capital
Pennsylvania
– -$237K -1,745 Closed
PWP
1964
Phillips Wealth Planners
Mississippi
– -$230K -1,728 Closed
FTC
1965
Farmers Trust Company
Ohio
– -$229K -1,682 Closed
UBP
1966
Union Bancaire Privee
Switzerland
– -$197K -1,650 Closed
FBFS
1967
First Business Financial Services
Wisconsin
– -$222K -1,631 Closed
BFWA
1968
Benchmark Financial Wealth Advisors
Florida
– -$221K -1,624 Closed
CFA
1969
CWS Financial Advisors
Michigan
– -$221K -1,623 Closed
WJA
1970
Willis Johnson & Associates
Texas
– -$221K -1,623 Closed
TWM
1971
Tradition Wealth Management
Minnesota
– -$221K -1,622 Closed
PCH
1972
PGIM Custom Harvest
New Jersey
– -$219K -1,609 Closed
EFG
1973
Elm3 Financial Group
Georgia
– -$214K -1,574 Closed
AIA
1974
Arbor Investment Advisors
North Carolina
– -$210K -1,547 Closed
KWM
1975
Keebeck Wealth Management
Illinois
– -$209K -1,537 Closed
77 78
79
80 81