Bill Nygren PSX Holdings History

Number of Shares
2.76 Mil
Current Holdings Value*
$367.60 Mil
% of Portfolio
2.01%
Total Estimate Gain
$99.33 Mil
% of Total Estimate Gain
31.17%

Bill Nygren's Phillips 66 Holding Summary

As of 2023-12-31, Oakmark Fund held 2.76 Mil shares of Phillips 66(PSX), totaling $367.60 Mil. This investment constitutes 2.01% of their stock portfolio, and Oakmark Fund now holds 0.65% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2023Q3. And since then Bill Nygren has made 2 purchases of PSX, at an average price of $115.43, for a total of 2.76 Mil shares. Based on historical transaction data and PSX's current price of $151.41, Bill Nygren's estimated gain on his PSX holdings is $99.33 Mil, reflecting a 31.17% gain to date.

Bill Nygren PSX ($151.41) Holding Chart

Bill Nygren PSX ($151.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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