Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CFM WEALTH PARTNERS LLC | COM | 651 | $3,621,480 | 22,171 | 0.00 | 0.00 | -3,391 | -13.27 | 03-31-2024 |
| GRIES FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.76 | 0.50 | 7,333 | 49.62 | 12-31-2023 |
| DIVERSIFIED TRUST CO | COM | 653 | $3,592,172 | 21,992 | 0.00 | 0.00 | 10,735 | 95.36 | 03-31-2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | COM | 654 | $2,613,022 | 21,748 | 0.00 | 21,748 | +Inf | 09-30-2023 |
