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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
1976
Financial Management Network
California
– -$203K -1,528 Closed
LIM
1977
Loudon Investment Management
New Hampshire
– -$208K -1,527 Closed
AIC
1978
Argus Investors Counsel
New York
– -$208K -1,526 Closed
BRWM
1979
Blue Rock Wealth Management
North Carolina
– -$207K -1,524 Closed
AA
1980
Apriem Advisors
California
– -$207K -1,521 Closed
TW
1981
Traveka Wealth
California
– -$207K -1,518 Closed
CGL
1982
Clarius Group LLC
Washington
– -$206K -1,517 Closed
FP
1983
Fiduciary Planning
Florida
– -$206K -1,516 Closed
MK
1984
MASTERINVEST Kapitalanlage
– -$206K -1,516 Closed
William Blair Investment Management
1985
William Blair Investment Management
Illinois
– -$206K -1,513 Closed
CFA
1986
Cahill Financial Advisors
Minnesota
– -$206K -1,512 Closed
LWP
1987
LMG Wealth Partners
Louisiana
– -$205K -1,505 Closed
CFS
1988
CRA Financial Services
New Jersey
– -$204K -1,503 Closed
ANB
1989
Amarillo National Bank
Texas
– -$204K -1,501 Closed
EWM
1990
Edge Wealth Management
New York
– -$204K -1,500 Closed
SCA
1991
STALEY CAPITAL ADVISERS
Pennsylvania
– -$204K -1,500 Closed
WFI
1992
West Family Investments
California
– -$202K -1,486 Closed
EWM
1993
Endowment Wealth Management
Wisconsin
– -$202K -1,483 Closed
HC
1994
Hendley & Co
Ohio
– -$201K -1,480 Closed
GI
1995
Gradient Investments
Minnesota
– -$200K -1,473 Closed
SAIG
1996
Semper Augustus Investments Group
Colorado
– -$200K -1,472 Closed
CFGA
1997
Cambridge Financial Group (Arizona)
Arizona
– -$200K -1,471 Closed
CCM
1998
Cloud Capital Management
Washington
– -$131K -967 Closed
HWA
1999
Heartwood Wealth Advisors
Virginia
– -$85.6K -629 Closed
MSG
2000
Main Street Group
Virginia
– -$83.8K -616 Closed