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
Aryn Sands@Spring Capital Management, Llc
Recent Activity
New Position
0.13%
$201,314
1,767 shares@ 113.93 avg price
Shawn Fischman@Fny Investment Advisers, Llc
Recent Activity
New Position
0.07%
$125,000
1,100 shares@ 113.64 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.11%
$112,449
987 shares@ 113.94 avg price
Timothy Monaco@Sugar Maple Asset Management, Llc
Recent Activity
New Position
0.04%
$46,711
410 shares@ 113.93 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
New Position
0.01%
$14,470
127 shares@ 113.94 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$2,962
26 shares@ 113.93 avg price