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Bill Nygren

Oakmark Select Fund

Bill Nygren Phillips 66 stake

total: 60

Oakmark Select Fund PSX trades

Total transactions:
8
New positions:
1
Added:
5
Reduced:
2
Held since:
2023 Q4
Held for:
10 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Bill Nygren holds 1,296,800 Phillips 66 (PSX) shares with a market value of roughly $236.25M accounting for 3.12% of the overall portfolio. To date, the estimated cost basis is nearly $128.12 for "buy" trades and estimated average "sell" price is $157.88. Oakmark Select Fund first purchased PSX in 2023 Q4, initially acquiring about 1.38M shares. Since the initial investment in Phillips 66 (PSX), Oakmark Select Fund has made 7 more transactions.

How many PSX shares does Bill Nygren currently hold?

According to 2026 Q1 report, Bill Nygren holds 1,296,800 shares of Phillips 66 (PSX), valued at around $236.25M.

When did Bill Nygren buy Phillips 66 (PSX)?

Bill Nygren first invested in Phillips 66 (PSX) in 2023 Q4 at the reported quarter-end price of $133.14 per share.

What's the cost basis of Oakmark Select Fund's PSX stake?

The estimated cost basis for Phillips 66 (PSX) stake is around $128.12 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$128.12
Weighted AVG sell price:
$157.88

Bill Nygren's historical trades in Phillips 66

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
3.12%
1,296,800
$182.18
$236,251,024
-44.17% (-1,025,900)
-2.29%
2025 Q4
3.67%
2,322,700
$129.04
$299,721,208
-27.12% (-864,300)
-1.48%
2025 Q1
5.64%
3,187,000
$123.48
$393,530,760
+23.67% (+610,000)
+1.08%
2024 Q4
4.15%
2,577,000
$113.93
$293,597,610
+34.92% (+667,000)
+1.07%
2024 Q3
3.76%
1,910,000
$131.45
$251,069,500
+22.75% (+354,000)
+0.7%
2024 Q2
3.58%
1,556,000
$141.17
$219,660,520
+6.50% (+95,000)
+0.22%
2024 Q1
3.62%
1,461,000
$163.34
$238,639,740
+6.10% (+84,000)
+0.21%
2023 Q4
2.98%
1,377,000
$133.14
$183,333,780
new
+2.98%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.