Marshall Wace’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $141M | Buy |
772,013
+738,745
| +2,221% | +$116M | 0.14% | 109 |
|
|
2025
Q4 | $4.29M | Sell |
33,268
-341,316
| -91% | -$45.9M | ﹤0.01% | 1221 |
|
|
2025
Q3 | $51M | Buy |
374,584
+170,264
| +83% | +$21.8M | 0.05% | 310 |
|
|
2025
Q2 | $24.4M | Buy |
204,320
+63,182
| +45% | +$7.08M | 0.03% | 514 |
|
|
2025
Q1 | $17.4M | Buy |
141,138
+30,585
| +28% | +$3.77M | 0.02% | 553 |
|
|
2024
Q4 | $12.6M | Sell |
110,553
-94,355
| -46% | -$12M | 0.02% | 714 |
|
|
2024
Q3 | $26.9M | Buy |
+204,908
| New | +$27.7M | 0.03% | 425 |
|
|
2024
Q2 | – | Sell |
-63,500
| Closed | -$10.4M | – | 2872 |
|
|
2024
Q1 | $10.4M | Sell |
63,500
-42,051
| -40% | -$6.06M | 0.02% | 738 |
|
|
2023
Q4 | $14.1M | Buy |
+105,551
| New | +$12.6M | 0.02% | 585 |
|
|
2023
Q3 | – | Sell |
-18,353
| Closed | -$1.75M | – | 2578 |
|
|
2023
Q2 | $1.75M | Sell |
18,353
-618,336
| -97% | -$60.1M | ﹤0.01% | 1466 |
|
|
2023
Q1 | $64.5M | Buy |
636,689
+545,109
| +595% | +$55.4M | 0.14% | 161 |
|
|
2022
Q4 | $9.53M | Sell |
91,580
-325,480
| -78% | -$33.3M | 0.02% | 833 |
|
|
2022
Q3 | $33.7M | Sell |
417,060
-1,565,660
| -79% | -$133M | 0.07% | 304 |
|
|
2022
Q2 | $163M | Buy |
1,982,720
+622,203
| +46% | +$57.6M | 0.33% | 52 |
|
|
2022
Q1 | $118M | Buy |
1,360,517
+159,955
| +13% | +$13.5M | 0.22% | 88 |
|
|
2021
Q4 | $87M | Buy |
1,200,562
+1,086,074
| +949% | +$82.1M | 0.16% | 121 |
|
|
2021
Q3 | $8.02M | Buy |
114,488
+105,899
| +1,233% | +$7.67M | 0.03% | 687 |
|
|
2021
Q2 | $737K | Sell |
8,589
-59,385
| -87% | -$5.01M | ﹤0.01% | 1955 |
|
|
2021
Q1 | $5.54M | Buy |
+67,974
| New | +$5.33M | 0.03% | 772 |
|
|
2020
Q3 | – | Sell |
-18,266
| Closed | -$1.31M | – | 1859 |
|
|
2020
Q2 | $1.31M | Buy |
18,266
+17,048
| +1,400% | +$1.21M | 0.01% | 924 |
|
|
2020
Q1 | $65K | Buy |
1,218
+152
| +14% | +$12.4K | ﹤0.01% | 1389 |
|
|
2019
Q4 | $119K | Buy |
+1,066
| New | +$120K | ﹤0.01% | 1428 |
|
|
2019
Q3 | – | Sell |
-10,114
| Closed | -$946K | – | 1886 |
|
|
2019
Q2 | $946K | Sell |
10,114
-38,209
| -79% | -$3.43M | 0.01% | 950 |
|
|
2019
Q1 | $4.6M | Sell |
48,323
-8,222
| -15% | -$782K | 0.04% | 490 |
|
|
2018
Q4 | $4.87M | Sell |
56,545
-150,259
| -73% | -$14.7M | 0.05% | 448 |
|
|
2018
Q3 | $23.3M | Buy |
206,804
+190,284
| +1,152% | +$22M | 0.2% | 141 |
|
|
2018
Q2 | $1.85M | Buy |
+16,520
| New | +$1.86M | 0.03% | 438 |
|
|
2017
Q4 | – | Sell |
-5,310
| Closed | -$489K | – | 466 |
|
|
2017
Q3 | $489K | Buy |
+5,310
| New | +$450K | 0.02% | 284 |
|
|
2017
Q1 | – | Sell |
-484,215
| Closed | -$41.8M | – | 659 |
|
|
2016
Q4 | $41.8M | Buy |
484,215
+186,392
| +63% | +$15.5M | 0.28% | 99 |
|
|
2016
Q3 | $24M | Buy |
+297,823
| New | +$23.1M | 0.17% | 145 |
|
|
2016
Q1 | – | Sell |
-72,532
| Closed | -$5.93M | – | 1159 |
|
|
2015
Q4 | $5.93M | Buy |
72,532
+64,332
| +785% | +$5.55M | 0.06% | 342 |
|
|
2015
Q3 | $630K | Buy |
+8,200
| New | +$652K | 0.01% | 708 |
|
|
2015
Q2 | – | Sell |
-42,150
| Closed | -$3.31M | – | 1021 |
|
|
2015
Q1 | $3.31M | Sell |
42,150
-159,998
| -79% | -$11.7M | 0.04% | 390 |
|
|
2014
Q4 | $14.5M | Buy |
202,148
+74,283
| +58% | +$5.48M | 0.19% | 144 |
|
|
2014
Q3 | $10.4M | Buy |
127,865
+29,389
| +30% | +$2.45M | 0.15% | 182 |
|
|
2014
Q2 | $7.92M | Buy |
+98,476
| New | +$8.11M | 0.12% | 206 |
|
Other funds holding PSX
VCM
VPM
EIM
Marshall Wace's PSX Position: Q1 2026 in Review
Marshall Wace increased its Phillips 66 (PSX) stake by 2,221% in Q1 2026, buying an estimated $116M and bringing the position to 772,013 shares worth $141M. The position accounts for 0.14% of the portfolio, ranked #109.
Marshall Wace first reported a position in PSX in Q2 2014 and has held it in 36 quarters since. The position peaked at $163M in Q2 2022. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Marshall Wace held 772,013 shares of Phillips 66 worth $141M as of Q1 2026.
- Marshall Wace bought 738,745 Phillips 66 shares in Q1 2026, an estimated $116M.
- Phillips 66 made up 0.14% of Marshall Wace's portfolio in Q1 2026, its #109 holding.
- Marshall Wace first reported a position in Phillips 66 in Q2 2014 and has held it in 36 quarters since.
- Marshall Wace's Phillips 66 position peaked at $163M in Q2 2022.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.