Institutional Owners for PSX
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PRESTIGE WEALTH MANAGEMENT GROUP LLC COM 2251 $94,085 576 0.00 0.00 -38 -6.19 03-31-2024
KOESTEN HIRSCHMANN & CRABTREE INC COM 2252 $76,423 574 0.00 0.00 0 0.00 12-31-2023
FOSTER DYKEMA CABOT & CO INC/MA Common Stock 2253 $69,000 573 0.01 0.01 0 0.00 09-30-2023
LEE FINANCIAL CO COM 2254 $67,886 565 0.00 0.00 66 13.23 09-30-2023
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