Valeo Financial Advisors, LLC Phillips 66 Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,527 shares of PSX stock, worth $1.6 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,527
Previous 12,880
12.79%
Holding current value
$1.6 Million
Previous $1.82 Million
5.01%
% of portfolio
0.05%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding PSX
# of Institutions
1,961Shares Held
282MCall Options Held
2.55MPut Options Held
2.36M-
Vanguard Group Inc Valley Forge, PA40.7MShares$4.5 Billion0.1% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.4 Billion0.1% of portfolio
-
State Street Corp Boston, MA27.8MShares$3.07 Billion0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA16.2MShares$1.78 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA8.45MShares$932 Million0.09% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $53.1B
- 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 ...