Ray Dalio’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 | $27.9M | Buy |
153,254
+95,737
| +166% | +$15M | 0.12% | 118 |
|
|
2025
Q4 | $7.42M | Buy |
57,517
+30,194
| +111% | +$4.06M | 0.03% | 422 |
|
|
2025
Q3 | $3.72M | Buy |
+27,323
| New | +$3.5M | 0.01% | 561 |
|
|
2024
Q3 | – | Sell |
-3,028
| Closed | -$427K | – | 896 |
|
|
2024
Q2 | $427K | Buy |
+3,028
| New | +$448K | ﹤0.01% | 768 |
|
|
2023
Q3 | – | Sell |
-131,944
| Closed | -$12.6M | – | 799 |
|
|
2023
Q2 | $12.6M | Sell |
131,944
-14,492
| -10% | -$1.41M | 0.08% | 174 |
|
|
2023
Q1 | $14.8M | Buy |
+146,436
| New | +$14.9M | 0.09% | 164 |
|
|
2022
Q3 | – | Sell |
-17,164
| Closed | -$1.41M | – | 988 |
|
|
2022
Q2 | $1.41M | Buy |
+17,164
| New | +$1.59M | 0.01% | 745 |
|
|
2019
Q4 | – | Sell |
-29,236
| Closed | -$2.99M | – | 557 |
|
|
2019
Q3 | $2.99M | Sell |
29,236
-56,242
| -66% | -$5.64M | 0.03% | 170 |
|
|
2019
Q2 | $8M | Sell |
85,478
-153,932
| -64% | -$13.8M | 0.06% | 123 |
|
|
2019
Q1 | $22.8M | Sell |
239,410
-97,653
| -29% | -$9.28M | 0.14% | 41 |
|
|
2018
Q4 | $29M | Buy |
337,063
+282,837
| +522% | +$27.6M | 0.27% | 46 |
|
|
2018
Q3 | $6.11M | Buy |
54,226
+16,368
| +43% | +$1.89M | 0.06% | 109 |
|
|
2018
Q2 | $4.25M | Buy |
37,858
+31,721
| +517% | +$3.57M | 0.04% | 149 |
|
|
2018
Q1 | $589K | Buy |
+6,137
| New | +$597K | 0.01% | 362 |
|
|
2016
Q3 | – | Sell |
-8,529
| Closed | -$677K | – | 387 |
|
|
2016
Q2 | $677K | Sell |
8,529
-3,600
| -30% | -$294K | 0.01% | 266 |
|
|
2016
Q1 | $1.05M | Sell |
12,129
-39,821
| -77% | -$3.24M | 0.01% | 220 |
|
|
2015
Q4 | $4.25M | Sell |
51,950
-10,200
| -16% | -$880K | 0.06% | 132 |
|
|
2015
Q3 | $4.78M | Buy |
62,150
+11,100
| +22% | +$882K | 0.06% | 137 |
|
|
2015
Q2 | $4.11M | Sell |
51,050
-67,600
| -57% | -$5.37M | 0.04% | 134 |
|
|
2015
Q1 | $9.33M | Buy |
118,650
+79,700
| +205% | +$5.85M | 0.07% | 65 |
|
|
2014
Q4 | $2.79M | Buy |
+38,950
| New | +$2.87M | 0.02% | 172 |
|
|
2014
Q3 | – | Sell |
-11,750
| Closed | -$945K | – | 414 |
|
|
2014
Q2 | $945K | Buy |
+11,750
| New | +$968K | 0.01% | 232 |
|
|
2014
Q1 | – | Sell |
-3,550
| Closed | -$274K | – | 377 |
|
|
2013
Q4 | $274K | Buy |
+3,550
| New | +$237K | ﹤0.01% | 291 |
|
|
2013
Q3 | – | Sell |
-18,450
| Closed | -$1.09M | – | 388 |
|
|
2013
Q2 | $1.09M | Buy |
+18,450
| New | +$1.16M | 0.01% | 189 |
|
Other funds holding PSX
VCM
VPM
EIM
Ray Dalio's PSX Position: Q1 2026 in Review
Ray Dalio increased its Phillips 66 (PSX) stake by 166% in Q1 2026, buying an estimated $15M and bringing the position to 153,254 shares worth $27.9M. The position accounts for 0.12% of the portfolio, ranked #118.
Ray Dalio first reported a position in PSX in Q2 2013 and has held it in 24 quarters since. The position peaked at $29M in Q4 2018. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Ray Dalio held 153,254 shares of Phillips 66 worth $27.9M as of Q1 2026.
- Ray Dalio bought 95,737 Phillips 66 shares in Q1 2026, an estimated $15M.
- Phillips 66 made up 0.12% of Ray Dalio's portfolio in Q1 2026, its #118 holding.
- Ray Dalio first reported a position in Phillips 66 in Q2 2013 and has held it in 24 quarters since.
- Ray Dalio's Phillips 66 position peaked at $29M in Q4 2018.
- 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.