Simplex Trading’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 | – | Sell |
-4,155
| Closed | -$651K | – | 9927 |
|
|
2025
Q4 | $536K | Sell |
4,155
-18,927
| -82% | -$2.55M | ﹤0.01% | 3240 |
|
|
2025
Q3 | $3.14M | Buy |
+23,082
| New | +$2.96M | ﹤0.01% | 1887 |
|
|
2025
Q2 | – | Sell |
-17,120
| Closed | -$1.92M | – | 9525 |
|
|
2025
Q1 | $2.11M | Buy |
17,120
+5,721
| +50% | +$705K | ﹤0.01% | 1984 |
|
|
2024
Q4 | $1.3M | Buy |
+11,399
| New | +$1.45M | ﹤0.01% | 2588 |
|
|
2024
Q2 | – | Sell |
-23,276
| Closed | -$3.45M | – | 9601 |
|
|
2024
Q1 | $3.8M | Buy |
+23,276
| New | +$3.35M | ﹤0.01% | 1821 |
|
|
2022
Q4 | – | Sell |
-1,792
| Closed | -$183K | – | 10169 |
|
|
2022
Q3 | $144K | Sell |
1,792
-38,831
| -96% | -$3.31M | ﹤0.01% | 5028 |
|
|
2022
Q2 | $3.33M | Buy |
+40,623
| New | +$3.76M | ﹤0.01% | 1413 |
|
|
2022
Q1 | – | Sell |
-7,352
| Closed | -$619K | – | 11200 |
|
|
2021
Q4 | $532K | Sell |
7,352
-24,969
| -77% | -$1.89M | ﹤0.01% | 3699 |
|
|
2021
Q3 | $2.81M | Buy |
32,321
+507
| +2% | +$36.7K | ﹤0.01% | 1743 |
|
|
2021
Q2 | $2.73M | Sell |
31,814
-8,143
| -20% | -$687K | ﹤0.01% | 1785 |
|
|
2021
Q1 | $3.26M | Buy |
39,957
+34,174
| +591% | +$2.68M | 0.01% | 1155 |
|
|
2020
Q4 | $404K | Buy |
+5,783
| New | +$339K | ﹤0.01% | 3707 |
|
|
2020
Q3 | – | Sell |
-3,575
| Closed | -$218K | – | 8347 |
|
|
2020
Q2 | $257K | Sell |
3,575
-2,395
| -40% | -$170K | ﹤0.01% | 3710 |
|
|
2020
Q1 | $320K | Buy |
+5,970
| New | +$486K | ﹤0.01% | 3080 |
|
|
2018
Q4 | – | Sell |
-43,614
| Closed | -$4.26M | – | 7641 |
|
|
2018
Q3 | $4.92M | Sell |
43,614
-4,904
| -10% | -$567K | 0.02% | 628 |
|
|
2018
Q2 | $5.45M | Buy |
+48,518
| New | +$5.45M | 0.02% | 532 |
|
|
2017
Q1 | – | Sell |
-21,147
| Closed | -$1.7M | – | 6662 |
|
|
2016
Q4 | $1.83M | Buy |
+21,147
| New | +$1.76M | 0.11% | 154 |
|
|
2016
Q1 | – | Sell |
-36,302
| Closed | -$2.95M | – | 6105 |
|
|
2015
Q4 | $2.97M | Buy |
+36,302
| New | +$3.13M | 0.23% | 72 |
|
|
2015
Q3 | – | Sell |
-5,940
| Closed | -$472K | – | 6055 |
|
|
2015
Q2 | $478K | Buy |
+5,940
| New | +$472K | 0.04% | 406 |
|
|
2015
Q1 | – | Sell |
-1,600
| Closed | -$117K | – | 5457 |
|
|
2014
Q4 | $115K | Buy |
+1,600
| New | +$118K | 0.01% | 858 |
|
Other funds holding PSX
VCM
VPM
EIM
Simplex Trading's PSX Position: Q1 2026 in Review
Simplex Trading sold out of Phillips 66 (PSX) in Q1 2026, closing a stake of 4,155 shares — an estimated $651K sold.
Simplex Trading first reported a position in PSX in Q4 2014 and held it in 20 quarters. The position peaked at $5.45M in Q2 2018. 2,117 funds tracked by Wall St. Rank hold PSX as of Q1 2026.
- Simplex Trading reported no remaining Phillips 66 position as of Q1 2026 after selling out during the quarter.
- Simplex Trading sold 4,155 Phillips 66 shares in Q1 2026, an estimated $651K.
- Simplex Trading first reported a position in Phillips 66 in Q4 2014 and held it in 20 quarters.
- Simplex Trading's Phillips 66 position peaked at $5.45M in Q2 2018.
- 2,117 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.