Joel Greenblatt PSX Holdings History

Number of Shares
51,313.00
Current Holdings Value*
$6.34 Mil
% of Portfolio
0.05%
Total Estimate Gain
$-14.41 Mil
% of Total Estimate Gain
-12.92%

Joel Greenblatt's Phillips 66 Holding Summary

As of 2025-03-31, Gotham Asset Management, LLC held 51,313.00 shares of Phillips 66(PSX), totaling $6.34 Mil. This investment constitutes 0.05% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.01% of the outstanding Phillips 66(PSX) stock.

The initial trade took place in 2013Q2. And since then Joel Greenblatt has made 24 purchases of PSX, at an average price of $104.36, for a total of 1.07 Mil shares. In addition, there have been 21 sales at an average price of $89.11 for 1.02 Mil shares. Based on historical transaction data and PSX's current price of $125.90, Joel Greenblatt's estimated gain on his PSX holdings is $-14.41 Mil, reflecting a -12.92% gain to date.

Joel Greenblatt PSX ($125.90) Holding Chart

Joel Greenblatt PSX ($125.90) 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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