Copia Wealth Management Phillips 66 Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Phillips 66 stock. As of the latest transaction made, Copia Wealth Management holds 363 shares of PSX stock, worth $49,277. This represents 0.04% of its overall portfolio holdings.
Number of Shares
363
Previous 311
16.72%
Holding current value
$49,277
Previous $37.1 Million
33.08%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding PSX
# of Institutions
2,093Shares Held
307MCall Options Held
3.55MPut Options Held
3.37M-
Vanguard Group Inc Valley Forge, PA46.4MShares$6.29 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.19 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$3.3 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.61 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$2.12 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 $65.3B
- 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 ...