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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
1976
First PREMIER Bank
South Dakota
$33K – – –
AI
1977
AXS Investments
New York
$32.8K -$12.8K -82 -31%
BDPWM
1978
Barnes Dennig Private Wealth Management
Ohio
$32.4K – – –
JSAM
1979
J. Safra Asset Management
New York
$32.4K – – –
BAM
1980
Byrne Asset Management
New Jersey
$31.5K – – –
HPWM
1981
High Point Wealth Management
New Jersey
$31.4K +$157 +1 +0.6%
NWM
1982
Nova Wealth Management
Florida
$31.2K – – –
TC
1983
Truvestments Capital
Florida
$31.2K – – –
WA
1984
Walsh & Associates
Florida
$31K – – –
WG
1985
Wellington Group
Indiana
$30.6K – – –
CFM
1986
Cornerstone Financial Management
Massachusetts
$30.2K +$2.51K +16 +11%
FUBT
1987
First United Bank & Trust
Maryland
$30.1K – – –
ATC
1988
Advantage Trust Company
Kansas
$29.5K – – –
BBPWM
1989
Blue Bell Private Wealth Management
Pennsylvania
$29.1K -$940 -6 -4%
FF
1990
Friedenthal Financial
New Jersey
$28.6K -$1.16M -7,432 -98%
KAS
1991
Kemnay Advisory Services
New York
$28.2K -$784 -5 -3%
SIS
1992
Strategic Investment Solutions
Illinois
$28.2K -$313 -2 -1%
C
1993
Covestor
United Kingdom
$28K -$9.09K -58 -27%
BFS
1994
Burkett Financial Services
South Carolina
$28K +$157 +1 +0.7%
AIM
1995
Axiom Investment Management
New York
$27.3K +$23.5K +150 New
FC
1996
Fairscale Capital
New Hampshire
$27.1K +$157 +1 +0.7%
NFSG
1997
Newbridge Financial Services Group
Florida
$26.6K +$11.8K +75 +106%
OWA
1998
Opal Wealth Advisors
New York
$26.2K +$22.6K +144 New
RBC
1999
Roble Belko & Company
Pennsylvania
$26K -$3.13K -20 -12%
TGY2IT
2000
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$25.9K +$22.3K +142 New
78 79
80
81 82