Forza Wealth Management, LLC Phillips 66 Transaction History
Forza Wealth Management, LLC
- $261 Billion
- Q3 2025
A detailed history of Forza Wealth Management, LLC transactions in Phillips 66 stock. As of the latest transaction made, Forza Wealth Management, LLC holds 2,674 shares of PSX stock, worth $380,563. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,674
Previous 2,483
7.69%
Holding current value
$380,563
Previous $296 Million
22.79%
% of portfolio
0.14%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding PSX
# of Institutions
2,127Shares Held
302MCall Options Held
3.27MPut Options Held
2.79M-
Vanguard Group Inc Valley Forge, PA51.7MShares$7.36 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.39 Billion0.1% of portfolio
-
State Street Corp Boston, MA23.4MShares$3.33 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.74 Billion11.89% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$2.15 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 $68.5B
- 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 ...