Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TFG ADVISERS LLC | COM | 1801 | $300,866 | 2,260 | 0.00 | 2,260 | +Inf | 12-31-2023 | |
| BEAUMONT FINANCIAL ADVISORS LLC | COM | 1802 | $300,630 | 2,258 | 0.00 | 0.00 | 41 | 1.85 | 12-31-2023 |
| LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 1803 | $300,569 | 2,258 | 0.00 | 0.00 | 364 | 19.22 | 12-31-2023 |
| CLOSE ASSET MANAGEMENT LTD | COM | 1804 | $299,000 | 2,249 | 0.01 | 0.01 | -107 | -4.54 | 12-31-2023 |
