Simplex Trading
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Simplex Trading’s Phillips 66 PSX Stock Holding History

Simplex Trading’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 		$10.8M Sell
59,100
-23,400
-28% -$3.67M 0.01% 670
2025
Q4 		$10.6M Buy
82,500
+2,200
+3% +$296K 0.01% 809
2025
Q3 		$10.9M Sell
80,300
-22,800
-22% -$2.92M 0.01% 910
2025
Q2 		$12.3M Buy
103,100
+38,900
+61% +$4.36M 0.01% 763
2025
Q1 		$7.93M Sell
64,200
-76,600
-54% -$9.44M 0.01% 1019
2024
Q4 		$14.7M Buy
140,800
+5,700
+4% +$725K 0.01% 803
2024
Q3 		$17.8M Sell
135,100
-61,900
-31% -$8.36M 0.01% 705
2024
Q2 		$27.8M Sell
197,000
-38,800
-16% -$5.74M 0.02% 483
2024
Q1 		$38.5M Sell
235,800
-191,400
-45% -$27.6M 0.02% 409
2023
Q4 		$56.9M Buy
427,200
+120,500
+39% +$14.4M 0.04% 303
2023
Q3 		$36.9M Buy
306,700
+76,300
+33% +$8.56M 0.03% 368
2023
Q2 		$22M Sell
230,400
-105,600
-31% -$10.3M 0.02% 543
2023
Q1 		$34.1M Buy
336,000
+34,600
+11% +$3.52M 0.03% 386
2022
Q4 		$31.4M Sell
301,400
-114,700
-28% -$11.7M 0.03% 399
2022
Q3 		$33.6M Buy
416,100
+139,800
+51% +$11.9M 0.04% 347
2022
Q2 		$22.7M Buy
276,300
+93,400
+51% +$8.64M 0.02% 457
2022
Q1 		$15.8M Buy
182,900
+59,800
+49% +$5.03M 0.01% 620
2021
Q4 		$8.92M Buy
123,100
+4,700
+4% +$355K 0.01% 842
2021
Q3 		$10.3M Buy
118,400
+4,300
+4% +$311K 0.01% 711
2021
Q2 		$9.79M Buy
114,100
+112,616
+7,589% +$9.51M 0.01% 725
2021
Q1 		$12.1M Sell
1,484
-849
-36% -$66.6K 0.02% 407
2020
Q4 		$16.3M Buy
2,333
+1,046
+81% +$61.4K 0.02% 409
2020
Q3 		$6.67M Buy
1,287
+451
+54% +$27.5K 0.01% 700
2020
Q2 		$6.01M Buy
836
+507
+154% +$35.9K 0.01% 741
2020
Q1 		$1.76M Buy
329
+29
+10% +$2.36K ﹤0.01% 1373
2019
Q4 		$3.34M Sell
300
-433
-59% -$48.6K 0.01% 1074
2019
Q3 		$7.5M Sell
733
-67
-8% -$6.71K 0.02% 518
2019
Q2 		$7.48M Buy
800
+29
+4% +$2.6K 0.02% 509
2019
Q1 		$7.34M Buy
771
+60
+8% +$5.7K 0.02% 501
2018
Q4 		$6.13M Buy
711
+66
+10% +$6.45K 0.02% 490
2018
Q3 		$7.27M Buy
645
+252
+64% +$29.1K 0.02% 469
2018
Q2 		$4.41M Sell
393
-297
-43% -$33.4K 0.02% 617
2018
Q1 		$695K Sell
690
-685
-50% -$66.7K 0.03% 550
2017
Q4 		$1.59M Sell
1,375
-115
-8% -$10.9K 0.07% 245
2017
Q3 		$1.07M Sell
1,490
-134
-8% -$11.3K 0.04% 348
2017
Q2 		$718K Buy
1,624
+201
+14% +$15.8K 0.03% 490
2017
Q1 		$435K Buy
1,423
+777
+120% +$62.6K 0.02% 752
2016
Q4 		$324K Sell
646
-620
-49% -$51.5K 0.02% 768
2016
Q3 		$844K Buy
1,266
+613
+94% +$47.6K 0.06% 311
2016
Q2 		$173K Sell
653
-106
-14% -$8.66K 0.01% 1088
2016
Q1 		$342K Buy
759
+220
+41% +$17.9K 0.03% 595
2015
Q4 		$64K Sell
539
-231
-30% -$19.9K 0.01% 1724
2015
Q3 		$477K Buy
770
+300
+64% +$23.8K 0.04% 464
2015
Q2 		$244K Sell
470
-20
-4% -$1.59K 0.02% 709
2015
Q1 		$178K Buy
490
+255
+109% +$18.7K 0.02% 775
2014
Q4 		$53K Buy
+235
New +$17.3K 0.01% 1338

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

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.