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
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 2.74%
0.41%
$1.51M
13,255 shares@ 113.94 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 4.33%
0.07%
$1.456M
12,783 shares@ 113.93 avg price
Stephen Harrison@Exeter Financial, Llc
Recent Activity
Increased 15.16%
0.67%
$1.45M
12,730 shares@ 113.94 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 27.14%
0.04%
$1.412M
12,396 shares@ 113.93 avg price
Gwen Wilmeth@Segment Wealth Management, Llc
Recent Activity
Increased 2.57%
0.09%
$1.192M
10,467 shares@ 113.93 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Increased 27.97%
0.31%
$1.026M
9,006 shares@ 113.94 avg price
Anthony Farina@Capital Advisors Wealth Management, Llc
Recent Activity
Increased 7.06%
0.19%
$1.018M
8,935 shares@ 113.94 avg price
Tim Reyna@Cerro Pacific Wealth Advisors Llc
Recent Activity
Increased 2.71%
0.38%
$1.122M
8,539 shares@ 131.45 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 100.87%
0.02%
$953,771
8,372 shares@ 113.93 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 0.28%
0.09%
$953,138
8,366 shares@ 113.93 avg price