Cyndeo Wealth Partners, LLC Phillips 66 Transaction History
Cyndeo Wealth Partners, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 21,258 shares of PSX stock, worth $2.59 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
21,258
Previous 21,311
0.25%
Holding current value
$2.59 Million
Previous $3.01 Million
7.11%
% of portfolio
0.2%
Previous 0.24%
Shares
8 transactions
Others Institutions Holding PSX
# of Institutions
1,928Shares Held
303MCall Options Held
2.76MPut Options Held
2.35M-
Vanguard Group Inc Valley Forge, PA41MShares$5 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.76 Billion0.1% of portfolio
-
State Street Corp Boston, MA28.7MShares$3.5 Billion0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$2.03 Billion0.58% of portfolio
-
Wellington Management Group LLP Boston, MA12.8MShares$1.56 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 $58.7B
- 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 ...