Mount Yale Investment Advisors, LLC Phillips 66 Transaction History
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 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 4,052 shares of PSX stock, worth $498,720. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,052
Previous 4,751
14.71%
Holding current value
$498,720
Previous $624,000
26.12%
% of portfolio
0.04%
Previous 0.06%
Shares
27 transactions
Others Institutions Holding PSX
# of Institutions
1,941Shares Held
282MCall Options Held
2.54MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA40.7MShares$5.01 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.8 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.43 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$1.99 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$1.04 Billion0.09% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $59.2B
- 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 ...