Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | Stock/ETF | 2101 | $123,899 | 1,299 | 0.00 | 0.00 | 192 | 17.34 | 06-30-2023 |
| TRUWEALTH ADVISORS LLC | COM | 2102 | $212,215 | 1,299 | 0.00 | 1,299 | +Inf | 03-31-2024 | |
| CAROLINAS WEALTH CONSULTING LLC | COM | 2103 | $172,416 | 1,295 | 0.00 | 0.00 | -10 | -0.77 | 12-31-2023 |
| JNBA FINANCIAL ADVISORS | COM | 2104 | $155,595 | 1,295 | 0.00 | 0.02 | -18 | -1.37 | 09-30-2023 |
