Ray Dalio's PSX Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 57,517 shares of Phillips 66 (PSX) worth $7.42 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in PSX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 282,837 shares. Largest reduction occurred in Q2 2019, reducing 153,932 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Phillips 66 (PSX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Phillips 66 (PSX) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +30,194 | Add 110.51% | 57,517 | $129.04 |
| Q3 2025 | +27,323 | New Buy | 27,323 | $136.02 |
| Q3 2024 | -3,028 | Sold Out | 0 | $0.00 |
| Q2 2024 | +3,028 | New Buy | 3,028 | $141.17 |
| Q3 2023 | -131,944 | Sold Out | 0 | $0.00 |
| Q2 2023 | -14,492 | Reduce 9.90% | 131,944 | $95.38 |
| Q1 2023 | +146,436 | New Buy | 146,436 | $101.38 |
| Q3 2022 | -17,164 | Sold Out | 0 | $0.00 |
| Q2 2022 | +17,164 | New Buy | 17,164 | $81.97 |
| Q4 2019 | -29,236 | Sold Out | 0 | $0.00 |
| Q3 2019 | -56,242 | Reduce 65.80% | 29,236 | $102.41 |
| Q2 2019 | -153,932 | Reduce 64.30% | 85,478 | $93.54 |
| Q1 2019 | -97,653 | Reduce 28.97% | 239,410 | $95.17 |
| Q4 2018 | +282,837 | Add 521.59% | 337,063 | $86.15 |
| Q3 2018 | +16,368 | Add 43.24% | 54,226 | $112.71 |
| Q2 2018 | +31,721 | Add 516.88% | 37,858 | $112.31 |
| Q1 2018 | +6,137 | New Buy | 6,137 | $95.98 |
| Q3 2016 | -8,529 | Sold Out | 0 | $0.00 |
| Q2 2016 | -3,600 | Reduce 29.68% | 8,529 | $79.38 |
| Q1 2016 | -39,821 | Reduce 76.65% | 12,129 | $86.57 |
| Q4 2015 | -10,200 | Reduce 16.41% | 51,950 | $81.81 |
| Q3 2015 | +11,100 | Add 21.74% | 62,150 | $76.85 |
| Q2 2015 | -67,600 | Reduce 56.97% | 51,050 | $80.57 |
| Q1 2015 | +79,700 | Add 204.62% | 118,650 | $78.60 |
| Q4 2014 | +38,950 | New Buy | 38,950 | $71.71 |
| Q3 2014 | -11,750 | Sold Out | 0 | $0.00 |
| Q2 2014 | +11,750 | New Buy | 11,750 | $80.43 |
| Q1 2014 | -3,550 | Sold Out | 0 | $0.00 |
| Q4 2013 | +3,550 | New Buy | 3,550 | $77.18 |
| Q3 2013 | -18,450 | Sold Out | 0 | $0.00 |
| Q2 2013 | +18,450 | Add 0.00% | 18,450 | $58.92 |
Ray Dalio's Phillips 66 Investment FAQs
Ray Dalio first purchased Phillips 66 (PSX) in Q2 2013, acquiring 18,450 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Phillips 66 (PSX) for 31 quarters since Q2 2013.
Ray Dalio's largest addition to Phillips 66 (PSX) was in Q4 2018, adding 337,063 shares worth $29.04 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 57,517 shares of Phillips 66 (PSX), valued at approximately $7.42 M.
As of the Q4 2025 filing, Phillips 66 (PSX) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Phillips 66 (PSX) was 337,063 shares, as reported at the end of Q4 2018.