Cherry Tree Wealth Management, LLC Phillips 66 Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,629 shares of PSX stock, worth $195,545. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,629
Previous 1,695
3.89%
Holding current value
$195,545
Previous $209 Million
7.15%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding PSX
# of Institutions
2,039Shares Held
311MCall Options Held
3.37MPut Options Held
3.52M-
Vanguard Group Inc Valley Forge, PA46.4MShares$5.57 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.7 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$2.92 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.31 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$1.88 Billion0.4% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $57.7B
- 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 ...