Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MONTAG A & ASSOCIATES INC | COM | 1751 | $320,776 | 2,409 | 0.00 | 0.00 | -79 | -3.18 | 12-31-2023 |
| PORT CAPITAL LLC | COM | 1752 | $320,000 | 2,406 | 0.00 | 0.00 | -54 | -2.20 | 12-31-2023 |
| SUTTON WEALTH ADVISORS INC | Stock | 1753 | $288,961 | 2,405 | 0.00 | 0.00 | 16 | 0.67 | 09-30-2023 |
| BALLENTINE PARTNERS LLC | COM | 1754 | $288,721 | 2,403 | 0.00 | 0.00 | -486 | -16.82 | 09-30-2023 |
