Forum Financial Management, LP Phillips 66 Transaction History
Forum Financial Management, LP
- $4.85 Billion
- Q2 2024
A detailed history of Forum Financial Management, LP transactions in Phillips 66 stock. As of the latest transaction made, Forum Financial Management, LP holds 7,562 shares of PSX stock, worth $993,949. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,562
Previous 7,897
4.24%
Holding current value
$993,949
Previous $1.29 Million
17.22%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding PSX
# of Institutions
1,957Shares Held
304MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5.39 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.05 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.77 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.18 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.68 Billion0.33% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $63.2B
- 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 ...