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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
2026
Barrett & Company
Rhode Island
$18.2K – – –
MAFA
2027
MJT & Associates Financial Advisory
Minnesota
$18K – – –
AFG
2028
Albion Financial Group
Utah
$17.9K -$2.04K -13 -12%
RWM
2029
Raffa Wealth Management
District of Columbia
$17.9K +$627 +4 +4%
WPWM
2030
Western Pacific Wealth Management
Illinois
$17.3K – – –
CMA
2031
Cedar Mountain Advisors
Oregon
$17.1K +$8.15K +52 +124%
WBC
2032
West Branch Capital
Massachusetts
$16.7K – – –
SWA
2033
SOA Wealth Advisors
New York
$16.3K +$157 +1 +1%
FP
2034
Financial Perspectives
Minnesota
$16K – – –
IWP
2035
IAG Wealth Partners
Wisconsin
$15.5K – – –
PWA
2036
Principia Wealth Advisory
Texas
$15.3K +$940 +6 +8%
AWM
2037
Abound Wealth Management
Tennessee
$15.2K +$627 +4 +5%
MAS
2038
MPWM Advisory Solutions
Georgia
$15.2K – – –
WA
2039
WPG Advisers
Maryland
$14.9K -$313 -2 -2%
AT
2040
Arlington Trust
Alabama
$14.9K +$5.17K +33 +67%
WCM
2041
Westend Capital Management
California
$14.8K -$784 -5 -6%
CA
2042
Crewe Advisors
Utah
$14.2K +$2.51K +16 +26%
EA
2043
Evergreen Advisors
Tennessee
$14.2K +$12.2K +78 New
SFCL
2044
Strengthening Families & Communities LLC
Massachusetts
$13.8K +$11.9K +76 New
YP
2045
YANKCOM Partnership
South Dakota
$13.5K – – –
HPBT
2046
Hickory Point Bank & Trust
Illinois
$13.5K +$11.6K +74 New
HWP
2047
Highline Wealth Partners
California
$12.8K +$627 +4 +6%
FFC
2048
First Financial Corp
Indiana
$12.6K – – –
BFS
2049
Bare Financial Services
Pennsylvania
$12.6K +$1.88K +12 +21%
BCPWM
2050
Bradley & Co Private Wealth Management
Florida
$12.2K – – –
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