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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
Raffa Wealth Management
District of Columbia
$17.9K +$627 +4 +4%
WPWM
2027
Western Pacific Wealth Management
Illinois
$17.3K – – –
CMA
2028
Cedar Mountain Advisors
Oregon
$17.1K +$8.15K +52 +124%
WBC
2029
West Branch Capital
Massachusetts
$16.7K – – –
SWA
2030
SOA Wealth Advisors
New York
$16.3K +$157 +1 +1%
FP
2031
Financial Perspectives
Minnesota
$16K – – –
IWP
2032
IAG Wealth Partners
Wisconsin
$15.5K – – –
AWM
2033
Abound Wealth Management
Tennessee
$15.2K +$627 +4 +5%
MAS
2034
MPWM Advisory Solutions
Georgia
$15.2K – – –
WA
2035
WPG Advisers
Maryland
$14.9K -$313 -2 -2%
AT
2036
Arlington Trust
Alabama
$14.9K +$5.17K +33 +67%
WCM
2037
Westend Capital Management
California
$14.8K -$784 -5 -6%
CA
2038
Crewe Advisors
Utah
$14.2K +$2.51K +16 +26%
EA
2039
Evergreen Advisors
Tennessee
$14.2K +$12.2K +78 New
SFCL
2040
Strengthening Families & Communities LLC
Massachusetts
$13.8K +$11.9K +76 New
YP
2041
YANKCOM Partnership
South Dakota
$13.5K – – –
HPBT
2042
Hickory Point Bank & Trust
Illinois
$13.5K +$11.6K +74 New
HWP
2043
Highline Wealth Partners
California
$12.8K +$627 +4 +6%
FFC
2044
First Financial Corp
Indiana
$12.6K – – –
BFS
2045
Bare Financial Services
Pennsylvania
$12.6K +$1.88K +12 +21%
BCPWM
2046
Bradley & Co Private Wealth Management
Florida
$12.2K – – –
SSG
2047
Summit Securities Group
New York
$12K -$146K -932 -93%
LC
2048
Lavaca Capital
Texas
$12K – – –
PB
2049
Prosperity Bancshares
Texas
$12K +$2.66K +17 +35%
VERPA
2050
Virginia Estate & Retirement Planning Advisors
Virginia
$11.8K +$10.2K +65 New
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