A detailed history of Simon Quick Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 1,750 shares of PSX stock, worth $233,222. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,553 12.69%
Holding current value
$233,222
Previous $219,000 5.02%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$125.0 - $147.17 $24,625 - $28,992
197 Added 12.69%
1,750 $230,000
Q2 2024

Aug 02, 2024

SELL
$135.85 - $172.71 $2,173 - $2,763
-16 Reduced 1.02%
1,553 $219,000
Q1 2024

Apr 19, 2024

BUY
$127.67 - $163.34 $200,314 - $256,280
1,569 New
1,569 $256,000
Q2 2020

Aug 04, 2020

SELL
$49.51 - $89.73 $1,881 - $3,409
-38 Closed
0 $0
Q1 2020

Apr 09, 2020

SELL
$42.09 - $112.2 $3,872 - $10,322
-92 Reduced 70.77%
38 $2,000
Q4 2019

Jan 06, 2020

BUY
$98.24 - $119.7 $9,332 - $11,371
95 Added 271.43%
130 $14,000
Q3 2019

Oct 16, 2019

SELL
$94.06 - $105.06 $3,574 - $3,992
-38 Reduced 52.05%
35 $4,000
Q2 2019

Aug 05, 2019

BUY
$80.8 - $98.61 $5,898 - $7,198
73 New
73 $0
Q1 2019

Apr 16, 2019

SELL
$86.9 - $98.89 $40,929 - $46,577
-471 Closed
0 $0
Q4 2018

Jan 29, 2019

BUY
$78.5 - $118.47 $36,973 - $55,799
471 New
471 $41,000
Q3 2018

Oct 29, 2018

SELL
$109.36 - $123.34 $3,171 - $3,576
-29 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$94.95 - $121.87 $14,242 - $18,280
-150 Reduced 83.8%
29 $3,000
Q1 2018

May 07, 2018

BUY
$89.58 - $106.9 $3,135 - $3,741
35 Added 24.31%
179 $17,000
Q4 2017

Feb 13, 2018

BUY
$90.24 - $102.06 $12,994 - $14,696
144
144 $15,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $64.1B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
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