
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PAA | 568K | $10.15M |
![]() | T | 240K | $4.58M |
![]() | ET | 237K | $3.85M |
![]() | EPD | 126K | $3.64M |
![]() | WFC | 121K | $7.20M |
![]() | VZ | 112K | $4.62M |
![]() | CSCO | 92K | $4.36M |
![]() | XOM | 87K | $10.03M |
![]() | MPLX | 87K | $3.69M |
![]() | NEE | 78K | $5.50M |
![]() | SO | 69K | $5.33M |
![]() | WMT | 68K | $4.61M |
![]() | OXY | 67K | $4.21M |
![]() | WES | 64K | $2.55M |
![]() | CMG | 59K | $3.68M |
![]() | SYY | 54K | $3.84M |
![]() | AFL | 52K | $4.64M |
![]() | RTX | 51K | $5.08M |
![]() | AAPL | 50K | $10.62M |
![]() | HESM | 48K | $1.76M |

Plains All American Pipeline, L.P.
PAA
Shares Held
568K
Value
$10.15M

AT&T Inc.
T
Shares Held
240K
Value
$4.58M

Energy Transfer LP
ET
Shares Held
237K
Value
$3.85M

Enterprise Products Partners L.P.
EPD
Shares Held
126K
Value
$3.64M

Wells Fargo & Company
WFC
Shares Held
121K
Value
$7.20M

Verizon Communications Inc.
VZ
Shares Held
112K
Value
$4.62M

Cisco Systems, Inc.
CSCO
Shares Held
92K
Value
$4.36M

Exxon Mobil Corporation
XOM
Shares Held
87K
Value
$10.03M

MPLX Lp
MPLX
Shares Held
87K
Value
$3.69M

NextEra Energy, Inc.
NEE
Shares Held
78K
Value
$5.50M

The Southern Company
SO
Shares Held
69K
Value
$5.33M

Walmart Inc.
WMT
Shares Held
68K
Value
$4.61M

Occidental Petroleum Corporation
OXY
Shares Held
67K
Value
$4.21M

Western Midstream Partners, LP
WES
Shares Held
64K
Value
$2.55M

Chipotle Mexican Grill, Inc.
CMG
Shares Held
59K
Value
$3.68M

Sysco Corporation
SYY
Shares Held
54K
Value
$3.84M

Aflac Incorporated
AFL
Shares Held
52K
Value
$4.64M

RTX Corporation
RTX
Shares Held
51K
Value
$5.08M

Apple Inc.
AAPL
Shares Held
50K
Value
$10.62M

Hess Midstream LP
HESM
Shares Held
48K
Value
$1.76M
