Heron Financial Group, LLC Phillips 66 Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Phillips 66 stock. As of the latest transaction made, Heron Financial Group, LLC holds 6,830 shares of PSX stock, worth $879,567. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,680
2.25%
Holding current value
$879,567
Previous $677,000
3.84%
% of portfolio
0.35%
Previous 0.37%
Shares
15 transactions
Others Institutions Holding PSX
# of Institutions
1,966Shares Held
289MCall Options Held
2.46MPut Options Held
2.42M-
Vanguard Group Inc Valley Forge, PA40.5MShares$5.22 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.97 Billion0.1% of portfolio
-
State Street Corp Boston, MA26.5MShares$3.42 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA16MShares$2.06 Billion0.42% of portfolio
-
Ubs Group Ag9.08MShares$1.17 Billion0.2% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $61.9B
- 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 ...