PSX

Phillips 66

Latest period2024 - Q4Total superinvestors255

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 255 superinvestors own shares of Phillips 66 (PSX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Phillips 66 (PSX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Phillips 66 (PSX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Phillips 66 (PSX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -21.71%
0.11%
$65.338M
573,492 shares@ 113.94 avg price
John C. Swhear@Wallington Asset Management, Llc
Recent Activity
Decreased -0.2%
2.21%
$15.256M
133,905 shares@ 113.94 avg price
Robert Key@Ccm Investment Advisers Llc
Recent Activity
Decreased -10.81%
1.19%
$10.685M
93,781 shares@ 113.94 avg price
Lauren Sanders@Foundation Resource Management Inc
Recent Activity
Decreased -0.86%
1.24%
$7.396M
64,915 shares@ 113.94 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -4.36%
0.14%
$5.752M
50,486 shares@ 113.93 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -53.65%
0.54%
$5.785M
50,381 shares@ 114.84 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Decreased -0.7%
0.98%
$5.379M
47,215 shares@ 113.94 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -17.32%
0.16%
$4.701M
41,264 shares@ 113.94 avg price
Richard A. Handelman@Meyer Handelman Co
Recent Activity
Decreased -2.18%
0.16%
$4.399M
38,609 shares@ 113.93 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -6.33%
0.07%
$4.208M
36,935 shares@ 113.93 avg price