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Aquatic Capital Management’s Phillips 66 PSX Stock Holding History

Aquatic Capital Management’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.89M Sell
15,888
-4,297
-21% -$673K 0.08% 291
2025
Q4 		$2.6M Sell
20,185
-53,786
-73% -$7.24M 0.07% 318
2025
Q3 		$10.1M Buy
+73,971
New +$9.48M 0.19% 133
2025
Q2 		– Sell
-8,523
Closed -$1.05M – 1478
2025
Q1 		$1.05M Sell
8,523
-75,870
-90% -$9.35M 0.03% 591
2024
Q4 		$9.61M Buy
84,393
+15,693
+23% +$2M 0.26% 95
2024
Q3 		$9.03M Buy
68,700
+66,600
+3,171% +$8.99M 0.24% 106
2024
Q2 		$296K Sell
2,100
-2,300
-52% -$340K 0.01% 654
2024
Q1 		$719K Buy
+4,400
New +$634K 0.02% 464
2023
Q4 		– Sell
-19,200
Closed -$2.31M – 1566
2023
Q3 		$2.31M Buy
19,200
+11,700
+156% +$1.31M 0.1% 216
2023
Q2 		$715K Buy
7,500
+6,800
+971% +$661K 0.04% 376
2023
Q1 		$71K Sell
700
-12,600
-95% -$1.28M ﹤0.01% 822
2022
Q4 		$1.38M Buy
13,300
+1,300
+11% +$133K 0.1% 246
2022
Q3 		$969K Sell
12,000
-9,300
-44% -$793K 0.09% 268
2022
Q2 		$1.75M Buy
21,300
+19,600
+1,153% +$1.81M 0.57% 35
2022
Q1 		$147K Buy
+1,700
New +$143K 0.22% 99

Other funds holding PSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aquatic Capital Management's PSX Position: Q1 2026 in Review

Aquatic Capital Management reduced its Phillips 66 (PSX) stake by 21% in Q1 2026, selling an estimated $673K and leaving 15,888 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #291.

Aquatic Capital Management first reported a position in PSX in Q1 2022 and has held it in 15 quarters since. The position peaked at $10.1M in Q3 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Aquatic Capital Management held 15,888 shares of Phillips 66 worth $2.89M as of Q1 2026.
  • Aquatic Capital Management sold 4,297 Phillips 66 shares in Q1 2026, an estimated $673K.
  • Phillips 66 made up 0.08% of Aquatic Capital Management's portfolio in Q1 2026, its #291 holding.
  • Aquatic Capital Management first reported a position in Phillips 66 in Q1 2022 and has held it in 15 quarters since.
  • Aquatic Capital Management's Phillips 66 position peaked at $10.1M in Q3 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.