Institutional Owners for PSX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| X-SQUARE CAPITAL LLC | COM | Liquidated | $0 | 0 | 1.13 | 1.13 | 0 | 0.00 | 12-31-2023 |
| USCA RIA LLC | COM | 702 | $1,677,000 | 19,539 | 0.10 | 0.10 | -10 | -0.05 | 06-30-2021 |
| ZACKS INVESTMENT MANAGEMENT | COM | 703 | $2,595,764 | 19,496 | 0.00 | 0.00 | -5,352 | -21.54 | 12-31-2023 |
| SEQUOIA FINANCIAL ADVISORS LLC | COM | 704 | $3,176,084 | 19,445 | 0.00 | 0.00 | -52,971 | -73.15 | 03-31-2024 |
