Mark Sheptoff Financial Planning, LLC Phillips 66 Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 960 shares of PSX stock, worth $131,587. This represents 0.06% of its overall portfolio holdings.
Number of Shares
960
Previous 960
-0.0%
Holding current value
$131,587
Previous $118,000
3.39%
% of portfolio
0.06%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding PSX
# of Institutions
2,080Shares Held
307MCall Options Held
3.55MPut Options Held
3.37M-
Vanguard Group Inc Valley Forge, PA46.4MShares$6.36 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.23 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$3.33 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.64 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$2.14 Billion0.4% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $65.9B
- 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 ...