Simon Quick Advisors’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $256K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $6.83K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $15K | Buy |
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