| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BP PLC | 392,997 | 5,498,000 | 70.50% | ||
| 2 | Freedom Investment Management, Inc. | 43,389 | 607,000 | 7.78% | ||
| 3 | Concert Wealth Management Inc. | 39,198 | 548,000 | 7.03% | ||
| 4 | RENAISSANCE TECHNOLOGIES LLC | 19,700 | 276,000 | 3.54% | ||
| 5 | MORGAN STANLEY | 15,420 | 215,000 | 2.76% | ||
| 6 | Creative Planning | 9,881 | 138,000 | 1.77% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 8,472 | 119,000 | 1.53% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 7,206 | 100,000 | 1.28% | ||
| 9 | MSI Financial Services Inc | 6,457 | 90,000 | 1.15% | ||
| 10 | UBS Group AG | 5,852 | 82,000 | 1.05% | ||
| 11 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,706 | 66,000 | 0.85% | ||
| 12 | KANALY TRUST CO | 2,250 | 31,000 | 0.40% | ||
| 13 | US BANCORP \DE\ | 912 | 13,000 | 0.17% | ||
| 14 | US FINANCIAL ADVISORS, LLC | 500 | 7,000 | 0.09% | ||
| 15 | BANK OF MONTREAL /CAN/ | 300 | 4,000 | 0.05% | ||
| 16 | America First Investment Advisors, LLC | 196 | 3,000 | 0.04% | ||
| 17 | Tower Research Capital LLC (TRC) | 100 | 1,000 | 0.01% | ||
| 18 | WELLS FARGO & COMPANY/MN | 61 | 1,000 | 0.01% | ||
| 19 | CITIGROUP INC | 10 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
