SQA
PSX icon

Simon Quick Advisors’s Phillips 66 PSX Stock Holding History

Simon Quick Advisors’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
2025
Q2 		– Sell
-2,309
Closed -$285K – 580
2025
Q1 		$285K Buy
2,309
+547
+31% +$67.4K 0.02% 452
2024
Q4 		$201K Buy
1,762
+12
+0.7% +$1.53K 0.01% 452
2024
Q3 		$230K Buy
1,750
+197
+13% +$26.6K 0.01% 378
2024
Q2 		$219K Sell
1,553
-16
-1% -$2.37K 0.02% 349
2024
Q1 		$256K Buy
+1,569
New +$226K 0.02% 334
2020
Q2 		– Sell
-38
Closed -$2K – 491
2020
Q1 		$2K Sell
38
-92
-71% -$7.49K ﹤0.01% 420
2019
Q4 		$14K Buy
130
+95
+271% +$10.7K 0.01% 358
2019
Q3 		$4K Sell
35
-38
-52% -$3.81K ﹤0.01% 323
2019
Q2 		$6.83K Buy
+73
New +$6.55K ﹤0.01% 257
2019
Q1 		– Sell
-471
Closed -$41K – 436
2018
Q4 		$41K Buy
+471
New +$46K 0.01% 205
2018
Q3 		– Sell
-29
Closed -$3K – 335
2018
Q2 		$3K Sell
29
-150
-84% -$16.9K ﹤0.01% 315
2018
Q1 		$17K Buy
179
+35
+24% +$3.41K 0.01% 215
2017
Q4 		$15K Buy
+144
New +$13.7K 0.01% 308

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simon Quick Advisors's PSX Position: Q2 2025 in Review

Simon Quick Advisors sold out of Phillips 66 (PSX) in Q2 2025, closing a stake of 2,309 shares — an estimated $285K sold.

Simon Quick Advisors first reported a position in PSX in Q4 2017 and held it in 13 quarters. The position peaked at $285K in Q1 2025. 1,763 funds tracked by Wall St. Rank hold PSX as of Q2 2025.

  • Simon Quick Advisors reported no remaining Phillips 66 position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,309 Phillips 66 shares in Q2 2025, an estimated $285K.
  • Simon Quick Advisors first reported a position in Phillips 66 in Q4 2017 and held it in 13 quarters.
  • Simon Quick Advisors's Phillips 66 position peaked at $285K in Q1 2025.
  • 1,763 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.