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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Aster Capital Management
United Arab Emirates
$24.1K -$456K -2,907 -94%
AFC
2002
Ares Financial Consulting
California
$24.1K +$17.2K +110 +407%
HWA
2003
Heritage Wealth Advisors
Virginia
$23.9K – – –
TFIAP
2004
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$23.7K – – –
EC
2005
Elequin Capital
New York
$23.5K +$20.2K +129 New
FPF
2006
First Pacific Financial
Washington
$23.4K +$157 +1 +0.8%
STB
2007
S&T Bank
Pennsylvania
$23.1K +$7.68K +49 +63%
S
2008
Sachetta
Massachusetts
$22.6K +$4.23K +27 +28%
BWL
2009
Bogart Wealth LLC
Virginia
$22.4K +$157 +1 +0.8%
3FI
2010
3 Factor Indexing
California
$22.4K +$19.3K +123 New
OW
2011
Olistico Wealth
Oklahoma
$21.7K – – –
RCM
2012
Richardson Capital Management
Wisconsin
$21K – – –
MCA
2013
Midwest Capital Advisors
Michigan
$20.8K – – –
LFA
2014
LGT Financial Advisors
Texas
$20.3K +$157 +1 +0.9%
FCT
2015
First Community Trust
Iowa
$20.2K – – –
JGCM
2016
Joseph Group Capital Management
Ohio
$20.2K +$7.21K +46 +71%
RF
2017
Roxbury Financial
New Jersey
$19.9K – – –
HNW
2018
High Note Wealth
Minnesota
$18.9K -$2.66K -17 -14%
BP
2019
BNP Paribas
France
$18.3K -$1.81M -11,551 -99%
CAM
2020
Costello Asset Management
Pennsylvania
$18.2K – – –
CCMI
2021
Creative Capital Management Investments
California
$18.2K – – –
WAG
2022
Wilkerson Advisory Group
Missouri
$18.2K +$6.89K +44 +79%
BC
2023
Barrett & Company
Rhode Island
$18.2K – – –
MAFA
2024
MJT & Associates Financial Advisory
Minnesota
$18K – – –
AFG
2025
Albion Financial Group
Utah
$17.9K -$2.04K -13 -12%
79 80
81
82 83