Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS LLC | COM | 1351 | $609,100 | 4,575 | 0.00 | 0.00 | 136 | 3.06 | 12-31-2023 |
| MODERA WEALTH MANAGEMENT LLC | COM | 1352 | $605,948 | 4,551 | 0.00 | 0.00 | 16 | 0.35 | 12-31-2023 |
| SA MASON LLC | COM | 1353 | $739,767 | 4,529 | 0.00 | 0.00 | -150 | -3.21 | 03-31-2024 |
| WEST PACES ADVISORS INC | Stock | 1354 | $737,978 | 4,518 | 0.00 | 0.00 | 175 | 4.03 | 03-31-2024 |
