Sovereign Investment Advisors, LLC Phillips 66 Transaction History
Sovereign Investment Advisors, LLC
- $276 Million
- Q2 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 42,129 shares of PSX stock, worth $5.84 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
42,129
Previous 42,129
-0.0%
Holding current value
$5.84 Million
Previous $6.88 Million
13.57%
% of portfolio
2.16%
Previous 2.45%
Shares
1 transactions
Others Institutions Holding PSX
# of Institutions
1,953Shares Held
304MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5.68 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.28 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.98 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.3 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.77 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 $66.7B
- 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 ...