Carson Allaria Wealth Management, Ltd. Phillips 66 Transaction History
Carson Allaria Wealth Management, Ltd.
- $167 Million
- Q1 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 2,300 shares of PSX stock, worth $273,010. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,300
Previous 1,282
79.41%
Holding current value
$273,010
Previous $146,000
94.52%
% of portfolio
0.17%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding PSX
# of Institutions
2,026Shares Held
299MCall Options Held
3.07MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA40.4MShares$4.79 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.66 Billion0.1% of portfolio
-
State Street Corp Boston, MA26.1MShares$3.09 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA16MShares$1.89 Billion0.46% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl15.7MShares$1.87 Billion13.06% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $57.1B
- 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 ...