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
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -7.06%
0.04%
$2.343M
20,564 shares@ 113.94 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.2%
$2.29M
20,017 shares@ 114.41 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
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -8.6%
0.04%
$2.173M
19,075 shares@ 113.92 avg price
John Chandler@City Holding Co
Recent Activity
Increased 0.04%
0.31%
$2.172M
19,065 shares@ 113.93 avg price
Thomas Healy@Pfw Advisors Llc
Recent Activity
Decreased -1.28%
0.67%
$2.153M
18,895 shares@ 113.93 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.08%
$2.433M
18,509 shares@ 131.45 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 19.66%
0.17%
$2.053M
18,017 shares@ 113.94 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -41.92%
0.08%
$2.052M
18,009 shares@ 113.93 avg price