Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR INVESTMENT MANAGEMENT CORP | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -245 | -4.68 | 03-31-2024 |
| GARRISON POINT ADVISORS LLC | COM | 1302 | $660,374 | 4,960 | 0.00 | 0.00 | -15 | -0.30 | 12-31-2023 |
| WEDMONT PRIVATE CAPITAL | COM | 1303 | $819,316 | 4,953 | 0.00 | 0.00 | 831 | 20.16 | 03-31-2024 |
| BERGANKDV WEALTH MANAGEMENT LLC | COM | 1304 | $472,169 | 4,950 | 0.00 | 0.00 | -1,250 | -20.16 | 06-30-2023 |
