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
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.2%
$3.033M
26,620 shares@ 113.94 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.2%
$2.29M
20,017 shares@ 114.41 avg price
Jack Alexander Earp@Donoghue Forlines Llc
Recent Activity
New Position
0.49%
$1.438M
12,625 shares@ 113.93 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.09%
$861,220
7,559 shares@ 113.94 avg price
Julie Wilson@Oak Thistle Llc
Recent Activity
New Position
0.24%
$801,611
7,036 shares@ 113.93 avg price
Ashleigh Swayze@Johnson & White Wealth Management, Llc
Recent Activity
New Position
0.29%
$478,000
4,180 shares@ 114.36 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
New Position
0.03%
$371,884
3,264 shares@ 113.94 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
0.34%
$342,018
3,002 shares@ 113.94 avg price
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
0.33%
$336,251
2,939 shares@ 114.42 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
0.24%
$258,963
2,273 shares@ 113.94 avg price