Ownership history in Qube Research & Technologies Ltd Β· 36 quarters on record
This page tracks every 13F SEC filing in which Qube Research & Technologies Ltd reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Qube Research & Technologies Ltd underperformed the S&P 500 by β2.6% annually on this PSX position. Timing score: 44% (15/34 decisions correct). Average cost basis: $92.17. Maximum drawdown during holding period: β51.4%.
β οΈ Trailed SPY by 2.6% ann. on this position.
34 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 34 add/trim decisions correct
Best entry: $56.94 (2020 Q2) Β· Worst: $152.29 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 18 trims. Bought during 7 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size