Loomis William R Jr - Net Worth and Insider Trading
Loomis William R Jr Net Worth
The estimated net worth of Loomis William R Jr is at least $10 Million dollars as of 2025-03-25. Loomis William R Jr is the Director of Phillips 66 and owns about 77,142 shares of Phillips 66 (PSX) stock worth over $10 Million. Loomis William R Jr is also the Director of Pacific Commerce Bancorp and owns about 51,076 shares of Pacific Commerce Bancorp (PCBC) stock worth over $686,972. Details can be seen in Loomis William R Jr's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Loomis William R Jr has not made any transactions after 2016-06-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Loomis William R Jr
Loomis William R Jr Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Loomis William R Jr owns 2 companies in total, including Phillips 66 (PSX) , and Bath & Body Works Inc (BBWI) .
Click here to see the complete history of Loomis William R Jr’s form 4 insider trades.
Insider Ownership Summary of Loomis William R Jr
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| PSX | Phillips 66 | 2016-06-13 | director |
| BBWI | Bath & Body Works Inc | 2005-01-28 | director |
Loomis William R Jr Latest Holdings Summary
Loomis William R Jr currently owns a total of 2 stocks. Among these stocks, Loomis William R Jr owns 77,142 shares of Phillips 66 (PSX) as of June 13, 2016, with a value of $10 Million and a weighting of 93.37%. Loomis William R Jr also owns 51,076 shares of Pacific Commerce Bancorp (PCBC) as of May 12, 2011, with a value of $686,972 and a weighting of 6.63%.
Latest Holdings of Loomis William R Jr
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| PSX | Phillips 66 | 2016-06-13 | 77,142 | 125.49 | 9,680,550 |
| PCBC | Pacific Commerce Bancorp | 2011-05-12 | 51,076 | 13.45 | 686,972 |
Holding Weightings of Loomis William R Jr
Loomis William R Jr Form 4 Trading Tracker
According to the SEC Form 4 filings, Loomis William R Jr has made a total of 0 transactions in Phillips 66 (PSX) over the past 5 years. The most-recent trade in Phillips 66 is the acquisition of 12,680 shares on June 13, 2016, which cost Loomis William R Jr around $1 Million.
According to the SEC Form 4 filings, Loomis William R Jr has made a total of 0 transactions in Pacific Commerce Bancorp (PCBC) over the past 5 years. The most-recent trade in Pacific Commerce Bancorp is the acquisition of 16,260 shares on May 12, 2011, which cost Loomis William R Jr around $501,458.
Insider Trading History of Loomis William R Jr
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Loomis William R Jr Trading Performance
GuruFocus tracks the stock performance after each of Loomis William R Jr's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Loomis William R Jr is 2.67%. GuruFocus also compares Loomis William R Jr's trading performance to market benchmark return within the same time period. The performance of stocks bought by Loomis William R Jr within 3 months outperforms 7 times out of 11 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Loomis William R Jr's insider trading performs compared to the benchmark.
Performance of Loomis William R Jr
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.09 | | | | | |
| Relative Return to S&P 500(%) | -1.98 | | | | | |
Loomis William R Jr Ownership Network
Ownership Network List of Loomis William R Jr
Ownership Network Relation of Loomis William R Jr
Loomis William R Jr Owned Company Details
What does Phillips 66 do?
Who are the key executives at Phillips 66?
Loomis William R Jr is the director of Phillips 66. Other key executives at Phillips 66 include Exec. VP & Finance and CFO Kevin J Mitchell , Executive Vice President Timothy D. Roberts , and Vice President and Controller Joseph Scott Pruitt .
Phillips 66 (PSX) Insider Trades Summary
Over the past 18 months, Loomis William R Jr made no insider transaction in Phillips 66 (PSX). Other recent insider transactions involving Phillips 66 (PSX) include a net sale of 61,700 shares made by Kevin J Mitchell , a net sale of 15,622 shares made by Joseph Scott Pruitt , and a net sale of 37,742 shares made by Timothy D. Roberts .
In summary, during the past 3 months, insiders sold 0 shares of Phillips 66 (PSX) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 170,498 shares of Phillips 66 (PSX) were sold and 682 shares were bought by its insiders, resulting in a net sale of 169,816 shares.
Phillips 66 (PSX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Phillips 66 Insider Transactions
Loomis William R Jr Mailing Address
Above is the net worth, insider trading, and ownership report for Loomis William R Jr. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Loomis William R Jr's mailing address is: Santa Barbara Ca 93108.
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