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
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
Exited
0%
$677,000
5,153 shares@ 131.38 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Exited
0%
$388,239
2,954 shares@ 131.43 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
Exited
0%
$266,712
2,029 shares@ 131.45 avg price
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Exited
0%
$250,544
1,906 shares@ 131.46 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Exited
0%
$249,000
1,894 shares@ 131.47 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Exited
0%
$245,367
1,867 shares@ 131.43 avg price
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Exited
0%
$243,445
1,852 shares@ 131.45 avg price
Erica Gulick@Ami Investment Management Inc
Recent Activity
Exited
0%
$227,278
1,729 shares@ 131.46 avg price
Paul Joseph McColgan@Ivc Wealth Advisors Llc
Recent Activity
Exited
0%
$226,116
1,720 shares@ 131.47 avg price
Hannah Perry@Crestmont Private Wealth Llc
Recent Activity
Exited
0%
$223,186
1,698 shares@ 131.45 avg price