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
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 36.22%
0.56%
$2.761M
24,231 shares@ 113.93 avg price
Carly Flanigan@O'keefe Stevens Advisory, Inc.
Recent Activity
Increased 0.51%
0.85%
$2.731M
23,971 shares@ 113.93 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 14.01%
0.03%
$2.568M
22,539 shares@ 113.94 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 26.56%
0.16%
$2.399M
21,057 shares@ 113.93 avg price
Lisa Bittner@Somerset Trust Co
Recent Activity
Increased 3.19%
0.85%
$2.256M
19,802 shares@ 113.94 avg price
Brian D. Mitchell@Mitchell & Pahl Private Wealth, Llc
Recent Activity
Increased 5.6%
1.04%
$2.214M
19,436 shares@ 113.94 avg price
John Chandler@City Holding Co
Recent Activity
Increased 0.04%
0.31%
$2.172M
19,065 shares@ 113.93 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 19.66%
0.17%
$2.053M
18,017 shares@ 113.94 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 15.82%
0.06%
$2.016M
16,852 shares@ 119.63 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 0.13%
0.15%
$1.731M
15,197 shares@ 113.93 avg price