Current position

Ray Dalio’s Phillips 66 (PSX) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2013Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares337.06KHighest verified quarter-end share count
Quarters reported26Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Phillips 66 in Q1 2013. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 125.49K shares. The latest verified filing showed: Sold 18.1% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 18.1% of the position−27.76K shares · 125.49K shares remained
Filing context

Quarter-end price $169.05 · Estimated holding basis $163.48

Q1 2026
Bought 166.4% more+95.74K shares · 153.25K shares reported after the change
Filing context

Quarter-end price $182.18 · Estimated holding basis $163.48

Q4 2025
Bought 110.5% more+30.19K shares · 57.52K shares reported after the change
Filing context

Quarter-end price $129.04 · Estimated holding basis $132.36

Q3 2025
New position+27.32K shares · 27.32K shares reported
Filing context

Quarter-end price $136.02 · Estimated holding basis $136.02

Q3 2024
Sold the entire position−3.03K shares · No shares reported at quarter-end
Q2 2024
New position+3.03K shares · 3.03K shares reported
Filing context

Quarter-end price $141.17 · Estimated holding basis $141.17

Portfolio importance

How important is Phillips 66 in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#193of 997 reported positions
Peak portfolio weight0.3%Q4 2018
Best historical rank#41Q1 2019
At peak importanceQ4 2018
PSX
0.3%
Largest holding
17.7%
Cross-investor discovery

Who else owns Phillips 66?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
PSX0.0% of reported portfolio
Christopher BloomstranSemper Augustus Investments Group LLC
PSX0.0% of reported portfolio
Explore Phillips 66 across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$259.472026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$169.05Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$163.48Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.