Cyndeo Wealth Partners, LLC Phillips 66 Transaction History
Cyndeo Wealth Partners, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 40,647 shares of PSX stock, worth $4.1 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
40,647
Previous 24,791
63.96%
Holding current value
$4.1 Million
Previous $2.82 Million
77.73%
% of portfolio
0.34%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding PSX
# of Institutions
1,994Shares Held
289MCall Options Held
2.46MPut Options Held
2.42M-
Vanguard Group Inc Valley Forge, PA40.5MShares$4.09 Billion0.08% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$3.11 Billion0.1% of portfolio
-
State Street Corp Boston, MA26.5MShares$2.68 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA16MShares$1.62 Billion0.42% of portfolio
-
Ubs Group Ag9.08MShares$916 Million0.2% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $48.5B
- 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 ...