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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VERPA
2026
Virginia Estate & Retirement Planning Advisors
Virginia
$11K – – –
LHEI
2027
Leo H. Evart Inc
California
$10.9K – – –
PP
2028
Pacifica Partners
Canada
$10.6K – – –
AEPWM
2029
Atlantic Edge Private Wealth Management
Florida
$10.1K – – –
WCM
2030
Westend Capital Management
California
$9.97K -$3.79K -22 -27%
CFFP
2031
Center for Financial Planning
Michigan
$9.64K – – –
HNW
2032
High Note Wealth
Minnesota
$9.47K -$8.26K -48 -46%
HWM
2033
HighMark Wealth Management
Minnesota
$9.47K +$3.79K +22 +65%
OSNBOA
2034
Old Second National Bank of Aurora
Illinois
$9.3K – – –
EF
2035
Entrust Financial
Pennsylvania
$9.25K – – –
OAG
2036
Oakmont Advisory Group
New Mexico
$9.06K +$9.29K +54 New
PS
2037
Planning Strategies
Pennsylvania
$8.96K +$9.12K +53 New
AG
2038
AmeriFlex Group
Nevada
$8.79K +$5.51K +32 +160%
KFP
2039
Kerr Financial Planning
California
$8.73K – – –
NWMP
2040
Noble Wealth Management PBC
Colorado
$8.62K – – –
KG
2041
Kilter Group
New York
$8.62K +$3.79K +22 +76%
AF
2042
Align Financial
Minnesota
$8.45K – – –
KFP
2043
Kroeger Financial Partners
California
$8.45K +$8.61K +50 New
MAM
2044
Marquette Asset Management
Minnesota
$7.78K – – –
AWM
2045
Abound Wealth Management
Tennessee
$7.63K -$6.54K -38 -46%
MCA
2046
Maryland Capital Advisors
Maryland
$7.44K +$7.57K +44 New
FNWA
2047
Financial Network Wealth Advisors
Utah
$7.44K +$344 +2 +5%
ECA
2048
Elevated Capital Advisors
Utah
$6.79K – – –
RFS
2049
Richardson Financial Services
Massachusetts
$6.76K +$5.16K +30 +300%
UFPG
2050
United Financial Planning Group
New York
$6.59K – – –
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