Fulcrum Equity Management Phillips 66 Transaction History
Fulcrum Equity Management
- $82 Million
- Q1 2024
A detailed history of Fulcrum Equity Management transactions in Phillips 66 stock. As of the latest transaction made, Fulcrum Equity Management holds 3,993 shares of PSX stock, worth $530,310. This represents 0.8% of its overall portfolio holdings.
Number of Shares
3,993
Previous 4,050
1.41%
Holding current value
$530,310
Previous $539,000
20.96%
% of portfolio
0.8%
Previous 0.68%
Shares
13 transactions
Others Institutions Holding PSX
# of Institutions
2,035Shares Held
307MCall Options Held
3.28MPut Options Held
2.89M-
Vanguard Group Inc Valley Forge, PA41.3MShares$5.48 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY34.1MShares$4.53 Billion0.13% of portfolio
-
State Street Corp Boston, MA27.9MShares$3.7 Billion0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA16.8MShares$2.23 Billion0.67% of portfolio
-
Wellington Management Group LLP Boston, MA14.1MShares$1.88 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 $63.9B
- 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 ...