Naviter Wealth, LLC Phillips 66 Transaction History
Naviter Wealth, LLC
- $795 Million
- Q2 2025
A detailed history of Naviter Wealth, LLC transactions in Phillips 66 stock. As of the latest transaction made, Naviter Wealth, LLC holds 8,255 shares of PSX stock, worth $983,418. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,255
Previous 9,157
9.85%
Holding current value
$983,418
Previous $1.13 Million
12.92%
% of portfolio
0.12%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding PSX
# of Institutions
2,021Shares Held
301MCall Options Held
3.3MPut Options Held
2.79M-
Vanguard Group Inc Valley Forge, PA40.4MShares$4.81 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.67 Billion0.1% of portfolio
-
State Street Corp Boston, MA26.1MShares$3.1 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA16MShares$1.9 Billion0.46% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl15.7MShares$1.87 Billion13.06% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $57.3B
- 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 ...