Heritage Wealth Management, Inc./Texas Phillips 66 Transaction History
Heritage Wealth Management, Inc./Texas
- $160 Billion
- Q2 2024
A detailed history of Heritage Wealth Management, Inc./Texas transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,628 shares of PSX stock, worth $225,543. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,628
Previous 1,628
-0.0%
Holding current value
$225,543
Previous $266 Million
13.57%
% of portfolio
0.14%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding PSX
# of Institutions
1,949Shares Held
304MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5.68 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.27 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.97 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.3 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.77 Billion0.33% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $66.6B
- Description
- Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...