Kingswood Wealth Advisors, LLC Phillips 66 Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,283 shares of PSX stock, worth $838,783. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,283
Previous 5,270
38.2%
Holding current value
$838,783
Previous $744 Million
28.64%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding PSX
# of Institutions
1,962Shares Held
282MCall Options Held
2.55MPut Options Held
2.36M-
Vanguard Group Inc Valley Forge, PA40.7MShares$4.69 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.55 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.21 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$1.86 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$973 Million0.09% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $55.4B
- 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 ...