Capital Advisors Wealth Management, LLC Phillips 66 Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,346 shares of PSX stock, worth $1.02 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,346
Previous 8,205
1.72%
Holding current value
$1.02 Million
Previous $1.16 Million
5.35%
% of portfolio
0.2%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding PSX
# of Institutions
1,928Shares Held
303MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.76 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.5 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.03 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.56 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 $58.7B
- 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 ...