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
Andrew Brady@Brady Family Wealth, Llc
Recent Activity
Decreased -1.13%
1.29%
$4.173M
36,628 shares@ 113.93 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Decreased -43.83%
0.39%
$2.591M
22,746 shares@ 113.94 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -6.2%
0.07%
$2.435M
21,374 shares@ 113.94 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -7.06%
0.04%
$2.343M
20,564 shares@ 113.94 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -8.6%
0.04%
$2.173M
19,075 shares@ 113.92 avg price
Thomas Healy@Pfw Advisors Llc
Recent Activity
Decreased -1.28%
0.67%
$2.153M
18,895 shares@ 113.93 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -41.92%
0.08%
$2.052M
18,009 shares@ 113.93 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -3.02%
0.03%
$2.024M
17,767 shares@ 113.93 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -1.88%
0.19%
$1.994M
17,503 shares@ 113.94 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
Decreased -0.14%
0.14%
$1.883M
16,528 shares@ 113.93 avg price