Bms Financial Advisors, LLC Phillips 66 Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 4,748 shares of PSX stock, worth $657,123. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,748
Previous 6,884
31.03%
Holding current value
$657,123
Previous $697,000
35.15%
% of portfolio
0.31%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding PSX
# of Institutions
2,032Shares Held
307MCall Options Held
3.28MPut Options Held
2.89M-
Vanguard Group Inc Valley Forge, PA41.3MShares$5.71 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY34.1MShares$4.72 Billion0.13% of portfolio
-
State Street Corp Boston, MA27.9MShares$3.86 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA16.8MShares$2.32 Billion0.67% of portfolio
-
Wellington Management Group LLP Boston, MA14.1MShares$1.96 Billion0.42% 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 ...