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Capula Management’s Phillips 66 PSX Stock Holding History

Capula 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 		– Sell
-131
Closed -$20.5K – 1184
2025
Q4 		$16.9K Buy
+131
New +$17.6K ﹤0.01% 793
2025
Q3 		– Sell
-502
Closed -$64.3K – 874
2025
Q2 		$59.9K Buy
+502
New +$56.2K ﹤0.01% 574
2024
Q2 		– Sell
-1,326
Closed -$217K – 619
2024
Q1 		$217K Buy
+1,326
New +$191K 0.01% 392
2023
Q4 		– Sell
-4,040
Closed -$485K – 534
2023
Q3 		$485K Buy
+4,040
New +$453K 0.01% 358
2023
Q1 		– Sell
-9,875
Closed -$1.03M – 889
2022
Q4 		$1.03M Buy
+9,875
New +$1.01M 0.01% 403

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capula Management's PSX Position: Q1 2026 in Review

Capula Management sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 131 shares — an estimated $20.5K sold.

Capula Management first reported a position in PSX in Q4 2022 and held it in 5 quarters. The position peaked at $1.03M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Capula Management reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
  • Capula Management sold 131 Phillips 66 shares in Q1 2026, an estimated $20.5K.
  • Capula Management first reported a position in Phillips 66 in Q4 2022 and held it in 5 quarters.
  • Capula Management's Phillips 66 position peaked at $1.03M in Q4 2022.
  • 2,128 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.