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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
APM
2151
a16z Perennial Management
California
– -$331K -1,815 Closed
CCT
2152
Capital City Trust
Florida
– -$311K -1,705 Closed
OHWP
2153
Oak Harbor Wealth Partners
North Carolina
– -$292K -1,602 Closed
PFM
2154
Patton Fund Management
Texas
– -$289K -1,584 Closed
SW
2155
SlateStone Wealth
Florida
– -$286K -1,570 Closed
GS
2156
GTS Securities
Florida
– -$281K -1,540 Closed
BRWM
2157
Blue Rock Wealth Management
North Carolina
– -$278K -1,524 Closed
IA
2158
Intellus Advisors
Florida
– -$269K -1,474 Closed
GWP
2159
Gateway Wealth Partners
Wisconsin
– -$265K -1,455 Closed
WMA
2160
West Michigan Advisors
Michigan
– -$265K -1,452 Closed
RIS
2161
Richmond Investment Services
Wisconsin
– -$264K -1,449 Closed
SFG
2162
Synergy Financial Group
California
– -$264K -1,449 Closed
KIM
2163
Kestra Investment Management
Texas
– -$260K -1,428 Closed
HPC
2164
Hobart Private Capital
North Carolina
– -$259K -1,419 Closed
AA
2165
Addison Advisors
Vermont
– -$252K -1,384 Closed
CTA
2166
Chesley Taft & Associates
Illinois
– -$252K -1,383 Closed
IFU
2167
iSAM Funds (UK)
United Kingdom
– -$247K -1,358 Closed
TCM
2168
Tuttle Capital Management
Connecticut
– -$245K -1,344 Closed
TAM
2169
Titleist Asset Management
Texas
– -$244K -1,340 Closed
AIA
2170
Accelerate Investment Advisors
California
– -$240K -1,319 Closed
EMAM
2171
Encompass More Asset Management
California
– -$236K -1,294 Closed
WIA
2172
Wetzel Investment Advisors
Indiana
– -$236K -1,294 Closed
TWM
2173
Tradition Wealth Management
Minnesota
– -$235K -1,290 Closed
GAM
2174
Griffin Asset Management
New York
– -$232K -1,273 Closed
MWM
2175
MOR Wealth Management
Pennsylvania
– -$231K -1,268 Closed
85 86
87
88 89