Cherry Tree Wealth Management, LLC Phillips 66 Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q1 2024
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 $228,662. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,629
Previous 1,766
7.76%
Holding current value
$228,662
Previous $235 Million
13.17%
% of portfolio
0.07%
Previous 0.06%
Shares
2 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$5.79 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY34.1MShares$4.79 Billion0.13% of portfolio
-
State Street Corp Boston, MA27.9MShares$3.92 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA16.8MShares$2.36 Billion0.67% of portfolio
-
Wellington Management Group LLP Boston, MA14.1MShares$1.99 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 $67.5B
- 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 ...