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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