Holocene Advisors
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Holocene Advisors’s Phillips 66 PSX Stock Holding History

Holocene Advisors’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 		$69.6M Sell
382,100
-991,550
-72% -$155M 0.17% 147
2025
Q4 		$177M Buy
1,373,650
+374,650
+38% +$50.4M 0.37% 70
2025
Q3 		$136M Buy
999,000
+287,401
+40% +$36.8M 0.31% 82
2025
Q2 		$84.9M Buy
711,599
+683,507
+2,433% +$76.6M 0.21% 128
2025
Q1 		$3.47M Sell
28,092
-506,201
-95% -$62.4M 0.01% 440
2024
Q4 		$60.9M Buy
534,293
+485,708
+1,000% +$61.8M 0.19% 141
2024
Q3 		$6.39M Buy
+48,585
New +$6.56M 0.03% 313
2024
Q1 		– Sell
-297,441
Closed -$39.6M – 845
2023
Q4 		$39.6M Buy
+297,441
New +$35.6M 0.15% 165
2023
Q3 		– Sell
-638,332
Closed -$60.9M – 850
2023
Q2 		$60.9M Buy
638,332
+114,835
+22% +$11.2M 0.26% 117
2023
Q1 		$53.1M Sell
523,497
-484,513
-48% -$49.3M 0.26% 126
2022
Q4 		$105M Buy
1,008,010
+944,875
+1,497% +$96.6M 0.64% 54
2022
Q3 		$5.1M Buy
+63,135
New +$5.38M 0.03% 267
2020
Q3 		– Sell
-243,773
Closed -$17.5M – 764
2020
Q2 		$17.5M Sell
243,773
-81,924
-25% -$5.8M 0.15% 159
2020
Q1 		$17.5M Buy
325,697
+92,127
+39% +$7.5M 0.19% 133
2019
Q4 		$26M Buy
+233,570
New +$26.2M 0.23% 119
2019
Q3 		– Sell
-109,370
Closed -$10.2M – 826
2019
Q2 		$10.2M Buy
109,370
+55,398
+103% +$4.97M 0.13% 138
2019
Q1 		$5.14M Sell
53,972
-96,953
-64% -$9.22M 0.08% 133
2018
Q4 		$13M Buy
150,925
+142,648
+1,723% +$13.9M 0.21% 90
2018
Q3 		$933K Buy
+8,277
New +$957K 0.02% 333

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

Holocene Advisors's PSX Position: Q1 2026 in Review

Holocene Advisors reduced its Phillips 66 (PSX) stake by 72% in Q1 2026, selling an estimated $155M and leaving 382,100 shares worth $69.6M. The position accounts for 0.17% of the portfolio, ranked #147.

Holocene Advisors first reported a position in PSX in Q3 2018 and has held it in 19 quarters since. The position peaked at $177M in Q4 2025. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Holocene Advisors held 382,100 shares of Phillips 66 worth $69.6M as of Q1 2026.
  • Holocene Advisors sold 991,550 Phillips 66 shares in Q1 2026, an estimated $155M.
  • Phillips 66 made up 0.17% of Holocene Advisors's portfolio in Q1 2026, its #147 holding.
  • Holocene Advisors first reported a position in Phillips 66 in Q3 2018 and has held it in 19 quarters since.
  • Holocene Advisors's Phillips 66 position peaked at $177M in Q4 2025.
  • 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.