Congress Wealth Management LLC Phillips 66 Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Congress Wealth Management LLC holds 62,351 shares of PSX stock, worth $8.31 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
62,351
Previous 61,650
1.14%
Holding current value
$8.31 Million
Previous $8.7 Million
5.84%
% of portfolio
0.11%
Previous 0.14%
Shares
12 transactions
Others Institutions Holding PSX
# of Institutions
1,958Shares Held
282MCall Options Held
2.55MPut Options Held
2.36M-
Vanguard Group Inc Valley Forge, PA40.7MShares$5.43 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.11 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.71 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$2.15 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$1.13 Billion0.09% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $64.1B
- 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 ...