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
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
Increased 3.55%
1.21%
$29.254M
256,768 shares@ 113.93 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 32.1%
0.12%
$28.529M
250,404 shares@ 113.94 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Increased 22.42%
0.17%
$27.15M
238,300 shares@ 113.93 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.36%
0.07%
$24.68M
216,625 shares@ 113.93 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 122.21%
0.1%
$22.049M
193,528 shares@ 113.94 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 25.69%
0.56%
$18.562M
162,922 shares@ 113.94 avg price
Jeffrey L Gammill@Chickasaw Capital Management Llc
Recent Activity
Increased 0.41%
0.66%
$16.134M
141,617 shares@ 113.93 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.08%
0.04%
$16.38M
124,608 shares@ 131.45 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
Increased 33.64%
0.94%
$10.283M
90,260 shares@ 113.94 avg price
Marek Sestak@Czech National Bank
Recent Activity
Increased 4.96%
0.1%
$10.196M
89,493 shares@ 113.93 avg price