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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2001
Beacon Financial Strategies
North Carolina
$25.1K – – –
DWM
2002
Dogwood Wealth Management
Kansas
$25.1K +$15.5K +99 +254%
PF
2003
PlanVest Financial
Maryland
$25K +$21.5K +137 New
ACM
2004
Aster Capital Management
United Arab Emirates
$24.1K -$456K -2,907 -94%
AFC
2005
Ares Financial Consulting
California
$24.1K +$17.2K +110 +407%
HWA
2006
Heritage Wealth Advisors
Virginia
$23.9K – – –
TFIAP
2007
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$23.7K – – –
EC
2008
Elequin Capital
New York
$23.5K +$20.2K +129 New
FPF
2009
First Pacific Financial
Washington
$23.4K +$157 +1 +0.8%
STB
2010
S&T Bank
Pennsylvania
$23.1K +$7.68K +49 +63%
S
2011
Sachetta
Massachusetts
$22.6K +$4.23K +27 +28%
BWL
2012
Bogart Wealth LLC
Virginia
$22.4K +$157 +1 +0.8%
3FI
2013
3 Factor Indexing
California
$22.4K +$19.3K +123 New
OW
2014
Olistico Wealth
Oklahoma
$21.7K – – –
RCM
2015
Richardson Capital Management
Wisconsin
$21K – – –
MCA
2016
Midwest Capital Advisors
Michigan
$20.8K – – –
LFA
2017
LGT Financial Advisors
Texas
$20.3K +$157 +1 +0.9%
FCT
2018
First Community Trust
Iowa
$20.2K – – –
JGCM
2019
Joseph Group Capital Management
Ohio
$20.2K +$7.21K +46 +71%
RF
2020
Roxbury Financial
New Jersey
$19.9K – – –
HNW
2021
High Note Wealth
Minnesota
$18.9K -$2.66K -17 -14%
BP
2022
BNP Paribas
France
$18.3K -$1.81M -11,551 -99%
CAM
2023
Costello Asset Management
Pennsylvania
$18.2K – – –
CCMI
2024
Creative Capital Management Investments
California
$18.2K – – –
WAG
2025
Wilkerson Advisory Group
Missouri
$18.2K +$6.89K +44 +79%
79 80
81
82 83