CM
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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 		$109K Buy
600
+100
+20% +$15.7K ﹤0.01% 878
2025
Q4 		$64.5K Sell
500
-100
-17% -$13.5K ﹤0.01% 754
2025
Q3 		$81.6K Buy
600
+200
+50% +$25.6K ﹤0.01% 740
2025
Q2 		$47.7K Buy
+400
New +$44.8K ﹤0.01% 584

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

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. 2,117 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.
  • 2,117 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.