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Catherine Avery Investment Management LLC → PSX
Catherine Avery Investment Management LLC PSX Position History
Phillips 66 • Energy
Quarters held
10
Latest value
$2.5M
Q3 2026
Peak value
$5.6M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $2K |
| Q4 2024 | $2K |
| Q4 2024 | $2K |
| Q1 2025 | $2.2M |
| Q2 2025 | $2.6M |
| Q3 2025 | $3.1M |
| Q4 2025 | $3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $5.3M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 9.9K | — | — |
| Q2 2026 | $5.3M | 31.1K | — | — |
| Q1 2026 | $5.6M | 31.0K | — | — |
| Q4 2025 | $3M | 23.2K | — | — |
| Q3 2025 | $3.1M | 22.9K | — | — |
| Q2 2025 | $2.6M | 22.2K | — | — |
| Q1 2025 | $2.2M | 17.9K | — | — |
| Q4 2024 | $2K | 21 | — | — |
| Q4 2024 | $2K | 21 | — | — |
| Q4 2024 | $2K | 21 | — | — |
Other funds holding PSX
$6.5B
$6.2B
$5.3B
$4.7B
$4.7B
$4.6B
$4.4B
$4.4B