Simplex Trading
PSX icon

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 		$9.31M Sell
51,100
-90,500
-64% -$14.2M 0.01% 732
2025
Q4 		$18.3M Sell
141,600
-28,900
-17% -$3.89M 0.01% 588
2025
Q3 		$23.2M Buy
170,500
+4,400
+3% +$564K 0.01% 583
2025
Q2 		$19.8M Buy
166,100
+18,700
+13% +$2.09M 0.01% 568
2025
Q1 		$18.2M Buy
147,400
+45,200
+44% +$5.57M 0.01% 572
2024
Q4 		$11.6M Buy
102,200
+27,600
+37% +$3.51M 0.01% 931
2024
Q3 		$9.81M Sell
74,600
-49,600
-40% -$6.7M 0.01% 1050
2024
Q2 		$17.5M Sell
124,200
-94,600
-43% -$14M 0.01% 684
2024
Q1 		$35.7M Sell
218,800
-45,700
-17% -$6.59M 0.02% 447
2023
Q4 		$35.2M Buy
264,500
+106,900
+68% +$12.8M 0.02% 471
2023
Q3 		$18.9M Buy
157,600
+33,000
+26% +$3.7M 0.01% 611
2023
Q2 		$11.9M Buy
124,600
+9,700
+8% +$943K 0.01% 805
2023
Q1 		$11.6M Sell
114,900
-92,000
-44% -$9.35M 0.01% 819
2022
Q4 		$21.5M Sell
206,900
-26,000
-11% -$2.66M 0.02% 524
2022
Q3 		$18.8M Buy
232,900
+71,700
+44% +$6.11M 0.02% 535
2022
Q2 		$13.2M Buy
161,200
+53,300
+49% +$4.93M 0.01% 685
2022
Q1 		$9.32M Sell
107,900
-54,600
-34% -$4.59M 0.01% 872
2021
Q4 		$11.8M Buy
162,500
+56,500
+53% +$4.27M 0.01% 709
2021
Q3 		$9.23M Buy
106,000
+3,500
+3% +$253K 0.01% 768
2021
Q2 		$8.8M Buy
102,500
+101,565
+10,863% +$8.57M 0.01% 781
2021
Q1 		$7.62M Sell
935
-786
-46% -$61.7K 0.01% 569
2020
Q4 		$12M Buy
1,721
+637
+59% +$37.4K 0.02% 507
2020
Q3 		$5.62M Buy
1,084
+368
+51% +$22.5K 0.01% 791
2020
Q2 		$5.15M Buy
716
+203
+40% +$14.4K 0.01% 839
2020
Q1 		$2.75M Buy
513
+329
+179% +$26.8K ﹤0.01% 1046
2019
Q4 		$2.05M Buy
184
+102
+124% +$11.5K ﹤0.01% 1461
2019
Q3 		$839K Sell
82
-286
-78% -$28.7K ﹤0.01% 2107
2019
Q2 		$3.44M Buy
368
+106
+40% +$9.51K 0.01% 921
2019
Q1 		$2.49M Sell
262
-428
-62% -$40.7K 0.01% 1177
2018
Q4 		$5.94M Buy
690
+8
+1% +$782 0.02% 496
2018
Q3 		$7.69M Sell
682
-90
-12% -$10.4K 0.02% 451
2018
Q2 		$8.67M Buy
772
+5
+0.7% +$562 0.03% 386
2018
Q1 		$68K Buy
767
+143
+23% +$13.9K ﹤0.01% 2126
2017
Q4 		$16K Buy
624
+142
+29% +$13.5K ﹤0.01% 3517
2017
Q3 		$24K Sell
482
-81
-14% -$6.86K ﹤0.01% 2991
2017
Q2 		$35K Sell
563
-365
-39% -$28.7K ﹤0.01% 2724
2017
Q1 		$87K Sell
928
-497
-35% -$40K ﹤0.01% 1870
2016
Q4 		$59K Buy
1,425
+828
+139% +$68.8K ﹤0.01% 1994
2016
Q3 		$68K Buy
597
+62
+12% +$4.82K ﹤0.01% 1847
2016
Q2 		$102K Sell
535
-56
-9% -$4.57K 0.01% 1449
2016
Q1 		$75K Sell
591
-34
-5% -$2.76K 0.01% 1593
2015
Q4 		$92K Buy
625
+229
+58% +$19.8K 0.01% 1423
2015
Q3 		$168K Sell
396
-59
-13% -$4.69K 0.01% 1030
2015
Q2 		$88K Sell
455
-364
-44% -$28.9K 0.01% 1290
2015
Q1 		$70K Buy
819
+530
+183% +$38.9K 0.01% 1321
2014
Q4 		$129K Buy
+289
New +$21.3K 0.02% 798

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.