| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| RTX | RTX Corp | Director | $3.43M | May 1, 2025 | ||
| PSX | Phillips 66 | Director | $2.71M | Jan 15, 2025 | ||
| BAC, BML-PG | BANK OF AMERICA CORP /DE/ | Director | Apr 22, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|