Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PATRICK M SWEENEY & ASSOCIATES INC | COM | 1901 | $313,831 | 1,921 | 0.00 | 0.00 | 117 | 6.49 | 03-31-2024 |
| LOKKEN INVESTMENT GROUP LLC | COM | 1902 | $230,688 | 1,920 | 0.00 | 1,920 | +Inf | 09-30-2023 | |
| BALDWIN BROTHERS LLC/MA | COM | 1903 | $313,286 | 1,918 | 0.00 | 0.00 | -138 | -6.71 | 03-31-2024 |
| CARMICHAEL HILL & ASSOCIATES INC | COM | 1904 | $311,192 | 1,905 | 0.00 | 0.00 | 7 | 0.37 | 03-31-2024 |
