Position
Creative Planning in Phillips 66
Back to the book · All holders of PSX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $14.9M$129.04 → $182.18
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 280.6K | $36.2M | — | — | — | 0.0% |
| Q1 2026 | 307K | $55.9M | $182.18 | $14.9M | $4.81M | 0.0% |