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SIMA Wealth Partners’s Phillips 66 PSX Stock Holding History

SIMA Wealth Partners’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$4.38K – 164
2024
Q2 		$4.38K Buy
+31
New +$4.59K ﹤0.01% 137

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIMA Wealth Partners's PSX Position: Q3 2024 in Review

SIMA Wealth Partners sold out of Phillips 66 (PSX) in Q3 2024, closing a stake of 31 shares — an estimated $4.38K sold.

SIMA Wealth Partners first reported a position in PSX in Q2 2024 and held it in 1 quarter. The position peaked at $4.38K in Q2 2024. 1,770 funds tracked by Wall St. Rank hold PSX as of Q3 2024.

  • SIMA Wealth Partners reported no remaining Phillips 66 position as of Q3 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 31 Phillips 66 shares in Q3 2024, an estimated $4.38K.
  • SIMA Wealth Partners first reported a position in Phillips 66 in Q2 2024 and held it in 1 quarter.
  • SIMA Wealth Partners's Phillips 66 position peaked at $4.38K in Q2 2024.
  • 1,770 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2024.

Based on SIMA Wealth Partners's 13F filing for Q3 2024, filed 15 Jun 2026.