Mount Yale Investment Advisors, LLC Phillips 66 Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,751 shares of PSX stock, worth $524,367. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,751
Previous 6,584
27.84%
Holding current value
$524,367
Previous $929,000
32.83%
% of portfolio
0.06%
Previous 0.07%
Shares
26 transactions
Others Institutions Holding PSX
# of Institutions
1,961Shares Held
282MCall Options Held
2.55MPut Options Held
2.36M-
Vanguard Group Inc Valley Forge, PA40.7MShares$4.5 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.4 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.07 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$1.78 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$932 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 $53.1B
- 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 ...