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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1951
Petrus Trust Company
Texas
– -$271K -1,994 Closed
MWA
1952
Meridian Wealth Advisors
Texas
– -$266K -1,957 Closed
GCM
1953
Greenland Capital Management
New York
– -$265K -1,950 Closed
RCM
1954
Requisite Capital Management
Texas
– -$249K -1,831 Closed
AAA
1955
American Alpha Advisors
New York
– -$247K -1,814 Closed
PCMC
1956
Paragon Capital Management (Colorado)
Colorado
– -$242K -1,777 Closed
NC
1957
NovaPoint Capital
Georgia
– -$240K -1,767 Closed
KLWA
1958
Kelly Lawrence W & Associates
California
– -$239K -1,758 Closed
TC
1959
Touchstone Capital
Pennsylvania
– -$237K -1,745 Closed
PWP
1960
Phillips Wealth Planners
Mississippi
– -$230K -1,728 Closed
FTC
1961
Farmers Trust Company
Ohio
– -$229K -1,682 Closed
UBP
1962
Union Bancaire Privee
Switzerland
– -$197K -1,650 Closed
FBFS
1963
First Business Financial Services
Wisconsin
– -$222K -1,631 Closed
BFWA
1964
Benchmark Financial Wealth Advisors
Florida
– -$221K -1,624 Closed
CFA
1965
CWS Financial Advisors
Michigan
– -$221K -1,623 Closed
WJA
1966
Willis Johnson & Associates
Texas
– -$221K -1,623 Closed
TWM
1967
Tradition Wealth Management
Minnesota
– -$221K -1,622 Closed
PCH
1968
PGIM Custom Harvest
New Jersey
– -$219K -1,609 Closed
EFG
1969
Elm3 Financial Group
Georgia
– -$214K -1,574 Closed
AIA
1970
Arbor Investment Advisors
North Carolina
– -$210K -1,547 Closed
KWM
1971
Keebeck Wealth Management
Illinois
– -$209K -1,537 Closed
FMN
1972
Financial Management Network
California
– -$203K -1,528 Closed
LIM
1973
Loudon Investment Management
New Hampshire
– -$208K -1,527 Closed
AIC
1974
Argus Investors Counsel
New York
– -$208K -1,526 Closed
BRWM
1975
Blue Rock Wealth Management
North Carolina
– -$207K -1,524 Closed
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