Ep Wealth Advisors, LLC Phillips 66 Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 11,445 shares of PSX stock, worth $1.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,445
Previous 8,184
39.85%
Holding current value
$1.5 Million
Previous $1.16 Million
30.22%
% of portfolio
0.01%
Previous 0.01%
Shares
29 transactions
Others Institutions Holding PSX
# of Institutions
1,956Shares Held
282MCall Options Held
2.55MPut Options Held
2.36M-
Vanguard Group Inc Valley Forge, PA40.7MShares$5.33 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.04 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.65 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$2.11 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$1.11 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 $63B
- 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 ...