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
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 47.67%
0.04%
$102,390
35,148 shares@ 2.92 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 56.1%
0.08%
$3.851M
33,802 shares@ 113.94 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.2%
$3.033M
26,620 shares@ 113.94 avg price
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
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Decreased -43.83%
0.39%
$2.591M
22,746 shares@ 113.94 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
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -6.2%
0.07%
$2.435M
21,374 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