Summit Financial Wealth Advisors, LLC Phillips 66 Transaction History
Summit Financial Wealth Advisors, LLC
- $609 Million
- Q3 2025
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,037 shares of PSX stock, worth $269,637. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,037
Previous 1,891
7.72%
Holding current value
$269,637
Previous $225,000
23.11%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding PSX
# of Institutions
2,044Shares Held
309MCall Options Held
3.58MPut Options Held
3.44M-
Vanguard Group Inc Valley Forge, PA46.4MShares$6.14 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.08 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$3.22 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.55 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$2.07 Billion0.4% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $63.7B
- 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 ...