Heritage Wealth Management, Inc. Phillips 66 Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 7,483 shares of PSX stock, worth $905,667. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,483
Previous 7,483
-0.0%
Holding current value
$905,667
Previous $1.04 Billion
5.02%
% of portfolio
0.32%
Previous 0.35%
Shares
1 transactions
Others Institutions Holding PSX
# of Institutions
1,927Shares Held
303MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$4.96 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.73 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.47 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.01 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.55 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 $58.2B
- 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 ...