Trade of the BUY PSX · Shelley M Capito
Phillips 66
Deliberate position with a committee link
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
13/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
3/10 |
| Committee chair or ranking member |
|
8/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
8/8 |
| Member's own account |
|
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 12 days Inside two weeks - most of the following year was still available to anyone reading the filing.
How this position ended
| Sold | Held | Return | vs S&P | |
|---|---|---|---|---|
| 17 Jan 2025 | 1478 d | +101.9% | +32.7% | part of the holding |
Closed by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.
This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.
This filing disclosed 10 transactions in total, of which 9 share this trade date (31 Dec 2020).
Filed 12 Jan 2021 · 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 | +5.1% | +3.7% | +1.4% |
| 3m | +9.2% | +9.0% | +0.2% |
| 6m | +9.2% | +16.0% | -6.7% |
| 12m 1yr | +23.7% | +24.3% | -0.6% |
| 18m | +18.8% | +3.8% | +15.0% |
| 24m | +52.9% | +8.4% | +44.5% |
| 36m | +105.1% | +31.6% | +73.5% |
| 48m | +84.9% | +62.6% | +22.3% |
| 60m 5yr | +127.8% | +96.3% | +31.5% |
| now 66.9 mo | +278.9% | +119.1% | +159.9% |
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. Every window has closed, so this trade is fully settled.
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 |
| C | 17 Jan 2025 | Shelley M Capito | sale partial | $1,001 - $15,000 |
| 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 |
| 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 |