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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1951
Smallwood Wealth Investment Management
New Jersey
$44.9K +$313 +2 +0.8%
SHIM
1952
Stone House Investment Management
Pennsylvania
$44.5K +$5.96K +38 +18%
CNBT
1953
Cornerstone National Bank & Trust
Illinois
$43.9K – – –
DCM
1954
Dorato Capital Management
Colorado
$41.2K – – –
DWP
1955
Destiny Wealth Partners
Florida
$40.1K +$34.5K +220 New
BTC
1956
Bank & Trust Company
Illinois
$39.5K – – –
BIA
1957
Bell Investment Advisors
California
$39.2K -$470 -3 -1%
FCMT
1958
Founders Capital Management (Texas)
Texas
$39.2K – – –
PCTC
1959
Perkins Coie Trust Company
Washington
$39.2K – – –
WWM
1960
Wolff Wiese Magana
California
$39K – – –
BGAI
1961
Bruce G. Allen Investments
Colorado
$38.3K -$470 -3 -1%
AAG
1962
Accordant Advisory Group
Maryland
$36.4K – – –
DWA
1963
Delos Wealth Advisors
Texas
$36.4K – – –
FDW
1964
Fourth Dimension Wealth
Ohio
$36.4K – – –
GA
1965
GoalVest Advisory
New York
$36.4K – – –
RF
1966
Robinswood Financial
Washington
$36.4K – – –
CMP
1967
Coston McIsaac & Partners
Maine
$36K – – –
NWM
1968
Navigoe Wealth Management
California
$36K – – –
CIR
1969
Clear Investment Research
Georgia
$35.9K +$30.9K +197 New
CPG
1970
Cornerstone Planning Group
New Jersey
$34.7K +$5.33K +34 +21%
VR
1971
Vision Retirement
New Jersey
$34.6K – – –
MWM
1972
Magnolia Wealth Management
Alabama
$34.6K +$29.8K +190 New
UOTTAIMCU
1973
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$34.1K – – –
SCM
1974
Silvant Capital Management
Georgia
$33.9K – – –
HI
1975
Hoey Investments
Pennsylvania
$33.5K – – –
77 78
79
80 81