Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | COM | 551 | $3,695,034 | 30,753 | 0.00 | 0.00 | 12,877 | 72.04 | 09-30-2023 |
| JOHNSON INVESTMENT COUNSEL INC | CS | 552 | $4,091,324 | 30,729 | 0.00 | 0.00 | 711 | 2.37 | 12-31-2023 |
| HERITAGE TRUST CO | COMMON STOCK | 553 | $4,058,792 | 30,485 | 0.00 | 0.00 | -446 | -1.44 | 12-31-2023 |
| ELLERSON GROUP INC /ADV | COM | 554 | $4,050,252 | 30,421 | 0.00 | 0.00 | 1,466 | 5.06 | 12-31-2023 |
