Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HAVERFORD TRUST CO | COM | 851 | $2,005,489 | 12,278 | 0.00 | 0.00 | -721 | -5.55 | 03-31-2024 |
| PALLADIUM PARTNERS LLC | COM | 852 | $1,060,000 | 12,267 | 0.05 | 12,267 | +Inf | 03-31-2022 | |
| ALLWORTH FINANCIAL LP | COM | 853 | $1,169,463 | 12,261 | 0.00 | 0.00 | 3,269 | 36.35 | 06-30-2023 |
| AXXCESS WEALTH MANAGEMENT LLC | COM | 854 | $1,993,299 | 12,203 | 0.00 | 0.00 | 2,404 | 24.53 | 03-31-2024 |
