Carson Allaria Wealth Management, Ltd. Phillips 66 Transaction History
Carson Allaria Wealth Management, Ltd.
- $185 Million
- Q3 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Phillips 66 stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,545 shares of PSX stock, worth $213,132. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,545
Previous 1,972
21.65%
Holding current value
$213,132
Previous $235,000
10.64%
% of portfolio
0.11%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding PSX
# of Institutions
2,099Shares Held
310MCall Options Held
3.55MPut Options Held
3.37M-
Vanguard Group Inc Valley Forge, PA51.7MShares$7.14 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.25 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$3.35 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.66 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$2.16 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 $66.4B
- 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 ...