Ever Source Wealth Advisors, LLC Phillips 66 Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,695 shares of PSX stock, worth $625,702. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,695
Previous 5,165
9.1%
Holding current value
$625,702
Previous $729,000
15.36%
% of portfolio
0.04%
Previous 0.05%
Shares
12 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$5.43 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 ...