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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1951
Dorato Capital Management
Colorado
$41.2K – – –
DWP
1952
Destiny Wealth Partners
Florida
$40.1K +$34.5K +220 New
BTC
1953
Bank & Trust Company
Illinois
$39.5K – – –
BIA
1954
Bell Investment Advisors
California
$39.2K -$470 -3 -1%
FCMT
1955
Founders Capital Management (Texas)
Texas
$39.2K – – –
PCTC
1956
Perkins Coie Trust Company
Washington
$39.2K – – –
WWM
1957
Wolff Wiese Magana
California
$39K – – –
BGAI
1958
Bruce G. Allen Investments
Colorado
$38.3K -$470 -3 -1%
AAG
1959
Accordant Advisory Group
Maryland
$36.4K – – –
DWA
1960
Delos Wealth Advisors
Texas
$36.4K – – –
FDW
1961
Fourth Dimension Wealth
Ohio
$36.4K – – –
GA
1962
GoalVest Advisory
New York
$36.4K – – –
RF
1963
Robinswood Financial
Washington
$36.4K – – –
CMP
1964
Coston McIsaac & Partners
Maine
$36K – – –
NWM
1965
Navigoe Wealth Management
California
$36K – – –
CIR
1966
Clear Investment Research
Georgia
$35.9K +$30.9K +197 New
CPG
1967
Cornerstone Planning Group
New Jersey
$34.7K +$5.33K +34 +21%
VR
1968
Vision Retirement
New Jersey
$34.6K – – –
MWM
1969
Magnolia Wealth Management
Alabama
$34.6K +$29.8K +190 New
UOTTAIMCU
1970
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$34.1K – – –
SCM
1971
Silvant Capital Management
Georgia
$33.9K – – –
HI
1972
Hoey Investments
Pennsylvania
$33.5K – – –
FPB
1973
First PREMIER Bank
South Dakota
$33K – – –
AI
1974
AXS Investments
New York
$32.8K -$12.8K -82 -31%
BDPWM
1975
Barnes Dennig Private Wealth Management
Ohio
$32.4K – – –
77 78
79
80 81