Cyndeo Wealth Partners, LLC Phillips 66 Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 55,549 shares of PSX stock, worth $7.69 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
55,549
Previous 67,986
18.29%
Holding current value
$7.69 Million
Previous $9.05 Million
0.24%
% of portfolio
0.76%
Previous 0.84%
Shares
6 transactions
Others Institutions Holding PSX
# of Institutions
2,033Shares Held
307MCall Options Held
3.28MPut Options Held
2.89M-
Vanguard Group Inc Valley Forge, PA41.3MShares$5.71 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY34.1MShares$4.72 Billion0.13% of portfolio
-
State Street Corp Boston, MA27.9MShares$3.86 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA16.8MShares$2.32 Billion0.67% of portfolio
-
Wellington Management Group LLP Boston, MA14.1MShares$1.96 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 $66.6B
- 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 ...