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
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -53.65%
0.54%
$5.785M
50,381 shares@ 114.84 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 14.18%
0.31%
$5.571M
48,900 shares@ 113.93 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 0.04%
0.19%
$5.565M
48,849 shares@ 113.94 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 8.91%
0.06%
$5.443M
47,774 shares@ 113.94 avg price
Gerardo Martinez@Mirador Capital Partners Lp
Recent Activity
Decreased -0.7%
0.98%
$5.379M
47,215 shares@ 113.94 avg price
Jon Stolper@Stolper Co
Recent Activity
Increased 1.53%
1.76%
$5.273M
46,284 shares@ 113.93 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -17.32%
0.16%
$4.701M
41,264 shares@ 113.94 avg price
Richard A. Handelman@Meyer Handelman Co
Recent Activity
Decreased -2.18%
0.16%
$4.399M
38,609 shares@ 113.93 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
Increased 50.03%
0.84%
$4.211M
36,965 shares@ 113.93 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -6.33%
0.07%
$4.208M
36,935 shares@ 113.93 avg price