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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
2026
Oakmont Advisory Group
New Mexico
$9.06K +$9.29K +54 New
PS
2027
Planning Strategies
Pennsylvania
$8.96K +$9.12K +53 New
AG
2028
AmeriFlex Group
Nevada
$8.79K +$5.51K +32 +160%
KFP
2029
Kerr Financial Planning
California
$8.73K – – –
NWMP
2030
Noble Wealth Management PBC
Colorado
$8.62K – – –
KG
2031
Kilter Group
New York
$8.62K +$3.79K +22 +76%
AF
2032
Align Financial
Minnesota
$8.45K – – –
KFP
2033
Kroeger Financial Partners
California
$8.45K +$8.61K +50 New
MAM
2034
Marquette Asset Management
Minnesota
$7.78K – – –
AWM
2035
Abound Wealth Management
Tennessee
$7.63K -$6.54K -38 -46%
MCA
2036
Maryland Capital Advisors
Maryland
$7.44K +$7.57K +44 New
FNWA
2037
Financial Network Wealth Advisors
Utah
$7.44K +$344 +2 +5%
ECA
2038
Elevated Capital Advisors
Utah
$6.79K – – –
RFS
2039
Richardson Financial Services
Massachusetts
$6.76K +$5.16K +30 +300%
UFPG
2040
United Financial Planning Group
New York
$6.59K – – –
OCM
2041
Osbon Capital Management
Massachusetts
$6.54K – – –
PMIM
2042
Prudent Man Investment Management
Colorado
$6.45K – – –
DPW
2043
DiNuzzo Private Wealth
Pennsylvania
$6.25K – – –
MFS
2044
Montgomery Financial Services
Maryland
$6.23K +$6.37K +37 New
DAM
2045
Delta Asset Management
Tennessee
$6.09K +$6.2K +36 New
PIS
2046
POM Investment Strategies
North Carolina
$5.92K -$51.6K -300 -90%
FAI
2047
Fiduciary Advisors Inc
Missouri
$5.92K – – –
HCM
2048
Horrell Capital Management
Arkansas
$5.75K – – –
TCM
2049
Tradewinds Capital Management
Washington
$5.75K – – –
T
2050
Tidemark
California
$5.58K – – –
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