Trade of the SELL PSX · Shelley M Capito
Phillips 66
Mixed signals
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
12/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
3/10 |
| Committee chair or ranking member |
|
8/8 |
| Member's own account |
|
0/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
0/8 |
|
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
|
|
0/6 |
| Position size |
|
0/3 |
| Leveraged instrument (option) |
|
0/3 |
A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.
It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.
The filing it came from
filed in 27 days Within the 30-day notification window.
The position this closes
| Bought | Disclosed size | Held | Return | vs S&P |
|---|---|---|---|---|
| 31 Dec 2020 | $1,001 - $15,000 | 1478 d | +101.9% | +32.7% |
What a follower should do: already closed.
The tracked position had already reached its twelve months and been sold on the calendar before this sale was disclosed, so there is nothing to act on.
Matched oldest-lot-first on disclosed value within this account. Filings give a range, never a share count, so the pairing reads the documents rather than reconstructing the portfolio.
This is a sale, and the strategy does not act on it. It records the member closing a position; it is not a short signal and not an instruction to sell. Exiting when members disclose selling, rather than at twelve months, cut in-remit alpha from +6.76% to +3.57% — a cost of 6.50 points on the trades it changed. See the method.
This filing disclosed 12 transactions in total, of which 10 share this trade date (17 Jan 2025).
Filed 13 Feb 2025 · source PDF
Price
52-week range $118.52 – $225.58. The marker is the entry: the first market open after this filing became public.
Phillips 66
Phillips 66 operates as an integrated downstream energy provider in the United States, the United Kingdom, Germany, and internationally. It operates through five segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable Fuels. The Midstream segment provides crude oil and refined petroleum product transportation, terminaling, and storage services, as well as natural gas and natural gas l…
| Sector | Energy |
| Industry | Oil & Gas Refining & Marketing |
| Analyst range | $160 – $255 |
| Employees | 12,600 |
| Instrument | ST |
| Jurisdiction tags | energy |
Inside this member's remit. Their committees cover defenseenergyhealthcareindustrialsmaterialstechnologytelecomtransportutilities
Expressing this with options
An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.
Loading chain…
Outcome
| Held | This trade | S&P 500 | Alpha |
|---|---|---|---|
| 1m | — | — | — |
| 3m | — | — | — |
| 6m | — | — | — |
| 12m 1yr | — | — | — |
| 18m | — | — | — |
| 24m | — | — | — |
| 36m | — | — | — |
| 48m | — | — | — |
| 60m 5yr | — | — | — |
Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 9 rows are blank because those windows have not closed yet: this trade was entered —, so anything longer than that is still running.
Other congressional trades in PSX
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| E | 27 Mar 2026 | Alan Armstrong | sale | $50,001 - $100,000 |
| D | 12 May 2025 | Jefferson Shreve | sale | $15,001 - $50,000 |
| C | 07 Apr 2025 | Jefferson Shreve | purchase | $15,001 - $50,000 |
| E | 15 Oct 2024 | Greg Landsman | sale | $15,001 - $50,000 |
| A | 17 Aug 2023 | Robert J. Wittman | sale | $1,001 - $15,000 |
| B | 21 Jul 2023 | Michael C. Burgess | sale | $15,001 - $50,000 |
| A | 05 Apr 2023 | Michael C. Burgess | purchase | $15,001 - $50,000 |
| E | 31 Jan 2023 | Kevin Hern | sale | $1,001 - $15,000 |
| C | 25 Apr 2022 | Virginia Foxx | sale | $50,001 - $100,000 |
| E | 17 Feb 2022 | John Rutherford | sale | $1,001 - $15,000 |
| E | 25 Jun 2021 | Kevin Hern | purchase | $15,001 - $50,000 |
| C | 16 Feb 2021 | Mr. Peter Meijer | sale | $1,001 - $15,000 |
| B | 31 Dec 2020 | Shelley M Capito | purchase | $1,001 - $15,000 |
| E | 20 Nov 2020 | Joseph D. Morelle | sale | $1,001 - $15,000 |
| D | 19 Oct 2020 | Josh Gottheimer | sale | $1,001 - $15,000 |
| E | 16 Oct 2020 | Josh Gottheimer | purchase | $1,001 - $15,000 |
| E | 15 Sep 2020 | Josh Gottheimer | sale | $1,001 - $15,000 |
| D | 27 Jul 2020 | Kevin Hern | purchase | $1,001 - $15,000 |
| D | 05 Jun 2020 | Josh Gottheimer | purchase | $1,001 - $15,000 |
| D | 15 Apr 2020 | Richard W. Allen | sale | $15,001 - $50,000 |
| C | 25 Mar 2020 | Michael K. Simpson | purchase | $1,001 - $15,000 |
| C | 09 Mar 2020 | William Cassidy | purchase | $1,001 - $15,000 |
| D | 21 Feb 2020 | Richard W. Allen | purchase | $15,001 - $50,000 |
| D | 11 Apr 2019 | Carol Devine Miller | sale | $1,001 - $15,000 |