Perigon Wealth Management, LLC Phillips 66 Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,105 shares of PSX stock, worth $545,923. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,105
Previous 3,951
3.9%
Holding current value
$545,923
Previous $645,000
10.23%
% of portfolio
0.02%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding PSX
# of Institutions
1,957Shares Held
304MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5.45 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.1 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.81 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.21 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.7 Billion0.33% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $64B
- 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 ...