Prelude Capital Management’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
Q2 | $321K | Buy |
1,899
+609
| +47% | +$105K | 0.02% | 735 |
|
|
2026
Q1 | $235K | Buy |
+1,290
| New | +$202K | 0.02% | 828 |
|
|
2024
Q4 | – | Sell |
-5,018
| Closed | -$660K | – | 1488 |
|
|
2024
Q3 | $660K | Buy |
+5,018
| New | +$678K | 0.04% | 519 |
|
|
2023
Q4 | – | Sell |
-5,163
| Closed | -$620K | – | 1290 |
|
|
2023
Q3 | $620K | Buy |
5,163
+2,024
| +64% | +$227K | 0.04% | 407 |
|
|
2023
Q2 | $299K | Buy |
+3,139
| New | +$305K | 0.02% | 644 |
|
|
2023
Q1 | – | Sell |
-12,409
| Closed | -$1.29M | – | 1413 |
|
|
2022
Q4 | $1.29M | Buy |
12,409
+6,841
| +123% | +$700K | 0.07% | 306 |
|
|
2022
Q3 | $449K | Sell |
5,568
-20,877
| -79% | -$1.78M | 0.02% | 692 |
|
|
2022
Q2 | $2.17M | Buy |
26,445
+13,997
| +112% | +$1.29M | 0.06% | 273 |
|
|
2022
Q1 | $1.07M | Buy |
12,448
+6,317
| +103% | +$531K | 0.03% | 557 |
|
|
2021
Q4 | $444K | Buy |
+6,131
| New | +$463K | 0.01% | 1087 |
|
|
2021
Q2 | – | Sell |
-5,469
| Closed | -$446K | – | 1891 |
|
|
2021
Q1 | $446K | Buy |
+5,469
| New | +$429K | 0.01% | 958 |
|
|
2020
Q3 | – | Sell |
-1,436
| Closed | -$103K | – | 2243 |
|
|
2020
Q2 | $103K | Buy |
+1,436
| New | +$102K | 0.01% | 945 |
|
|
2020
Q1 | – | Sell |
-808
| Closed | -$90K | – | 1915 |
|
|
2019
Q4 | $90K | Buy |
+808
| New | +$90.8K | ﹤0.01% | 1149 |
|
|
2019
Q2 | – | Sell |
-2,610
| Closed | -$248K | – | 2054 |
|
|
2019
Q1 | $248K | Buy |
2,610
+816
| +45% | +$77.6K | 0.01% | 647 |
|
|
2018
Q4 | $155K | Buy |
+1,794
| New | +$175K | 0.01% | 809 |
|
|
2018
Q3 | – | Sell |
-2,551
| Closed | -$287K | – | 1985 |
|
|
2018
Q2 | $287K | Buy |
+2,551
| New | +$287K | 0.02% | 677 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$202K | – | 1678 |
|
|
2017
Q4 | $202K | Buy |
+2,000
| New | +$190K | 0.02% | 608 |
|
|
2016
Q2 | – | Sell |
-1,860
| Closed | -$161K | – | 1701 |
|
|
2016
Q1 | $161K | Sell |
1,860
-1,560
| -46% | -$127K | 0.02% | 621 |
|
|
2015
Q4 | $280K | Buy |
3,420
+1,585
| +86% | +$137K | 0.04% | 435 |
|
|
2015
Q3 | $141K | Buy |
1,835
+70
| +4% | +$5.56K | 0.02% | 733 |
|
|
2015
Q2 | $142K | Sell |
1,765
-14,530
| -89% | -$1.15M | 0.02% | 772 |
|
|
2015
Q1 | $1.28M | Buy |
16,295
+13,481
| +479% | +$989K | 0.18% | 147 |
|
|
2014
Q4 | $202K | Sell |
2,814
-1,023
| -27% | -$75.5K | 0.03% | 636 |
|
|
2014
Q3 | $312K | Buy |
3,837
+562
| +17% | +$46.8K | 0.04% | 549 |
|
|
2014
Q2 | $263K | Sell |
3,275
-14,844
| -82% | -$1.22M | 0.03% | 631 |
|
|
2014
Q1 | $1.4M | Sell |
18,119
-11,843
| -40% | -$902K | 0.19% | 118 |
|
|
2013
Q4 | $2.31M | Buy |
29,962
+14,963
| +100% | +$998K | 0.38% | 36 |
|
|
2013
Q3 | $867K | Buy |
14,999
+3,418
| +30% | +$198K | 0.14% | 173 |
|
|
2013
Q2 | $682K | Buy |
+11,581
| New | +$728K | 0.15% | 181 |
|
Other funds holding PSX
EIM
Prelude Capital Management's PSX Position: Q2 2026 in Review
Prelude Capital Management increased its Phillips 66 (PSX) stake by 47% in Q2 2026, buying an estimated $105K and bringing the position to 1,899 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #735.
Prelude Capital Management first reported a position in PSX in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.31M in Q4 2013. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.
- Prelude Capital Management held 1,899 shares of Phillips 66 worth $321K as of Q2 2026.
- Prelude Capital Management bought 609 Phillips 66 shares in Q2 2026, an estimated $105K.
- Phillips 66 made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #735 holding.
- Prelude Capital Management first reported a position in Phillips 66 in Q2 2013 and has held it in 29 quarters since.
- Prelude Capital Management's Phillips 66 position peaked at $2.31M in Q4 2013.
- 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.
Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.