A detailed history of Cladis Investment Advisory, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 6,837 shares of PSX stock, worth $886,690. This represents 0.55% of its overall portfolio holdings.

Number of Shares
6,837
Previous 6,836 0.01%
Holding current value
$886,690
Previous $899 Million 13.32%
% of portfolio
0.55%
Previous 0.62%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$110.35 - $138.93 $110 - $138
1 Added 0.01%
6,837 $779 Million
Q2 2024

Oct 09, 2024

SELL
$135.85 - $172.71 $6,249 - $7,944
-46 Reduced 0.67%
6,836 $965 Million
Q2 2024

Aug 14, 2024

SELL
$135.85 - $172.71 $6,249 - $7,944
-46 Reduced 0.67%
6,836 $965,000
Q1 2024

Oct 09, 2024

BUY
$127.67 - $163.34 $5,872 - $7,513
46 Added 0.67%
6,882 $1.12 Billion
Q1 2024

May 13, 2024

SELL
$127.67 - $163.34 $11,362 - $14,537
-89 Reduced 1.28%
6,882 $1.12 Million
Q3 2023

Oct 09, 2024

BUY
$95.4 - $124.28 $12,879 - $16,777
135 Added 1.97%
6,971 $838 Million
Q2 2023

Oct 09, 2024

BUY
$90.81 - $106.46 $90 - $106
1 Added 0.01%
6,971 $665 Million
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $90 - $106
1 Added 0.01%
6,971 $664,000
Q1 2023

Oct 09, 2024

BUY
$93.54 - $111.49 $12,534 - $14,939
134 Added 1.96%
6,970 $707 Million
Q3 2022

Oct 09, 2024

BUY
$74.16 - $93.57 $9,937 - $12,538
134 Added 1.96%
6,970 $563 Million
Q3 2022

Nov 17, 2022

BUY
$74.16 - $93.57 $74 - $93
1 Added 0.01%
6,970 $563,000
Q2 2022

Oct 09, 2024

BUY
$81.02 - $110.25 $10,775 - $14,663
133 Added 1.95%
6,969 $571 Million
Q1 2022

Oct 08, 2024

SELL
$75.34 - $93.2 $1,506 - $1,864
-20 Reduced 0.29%
6,969 $602 Million
Q1 2022

May 10, 2022

SELL
$75.34 - $93.2 $1,506 - $1,864
-20 Reduced 0.29%
6,969 $602,000
Q4 2021

Oct 08, 2024

BUY
$68.67 - $83.73 $10,506 - $12,810
153 Added 2.24%
6,989 $506 Million
Q4 2021

Oct 01, 2024

BUY
$68.67 - $83.73 $10,506 - $12,810
153 Added 2.24%
6,989 $506 Million
Q4 2021

May 10, 2022

BUY
$68.67 - $83.73 $479,934 - $585,188
6,989 New
6,989 $506,000

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 $62.4B
  • 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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