Cladis Investment Advisory’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Hold |
6,877
| – | – | 0.51% | 61 |
|
|
2025
Q1 | $849K | Buy |
6,877
+40
| +0.6% | +$4.94K | 0.61% | 51 |
|
|
2024
Q4 | $779K | Buy |
6,837
+1
| +0% | +$114 | 0.55% | 59 |
|
|
2024
Q3 | $899K | Hold |
6,836
| – | – | 0.62% | 51 |
|
|
2024
Q2 | $965K | Sell |
6,836
-46
| -0.7% | -$6.49K | 0.7% | 44 |
|
|
2024
Q1 | $1.12M | Sell |
6,882
-89
| -1% | -$14.5K | 0.82% | 40 |
|
|
2023
Q4 | $928K | Hold |
6,971
| – | – | 0.73% | 43 |
|
|
2023
Q3 | $838K | Hold |
6,971
| – | – | 0.73% | 46 |
|
|
2023
Q2 | $665K | Buy |
6,971
+1
| +0% | +$95 | 0.58% | 58 |
|
|
2023
Q1 | $707K | Hold |
6,970
| – | – | 0.63% | 53 |
|
|
2022
Q4 | $725K | Hold |
6,970
| – | – | 0.72% | 44 |
|
|
2022
Q3 | $563K | Buy |
6,970
+1
| +0% | +$81 | 0.61% | 56 |
|
|
2022
Q2 | $571K | Hold |
6,969
| – | – | 0.57% | 62 |
|
|
2022
Q1 | $602K | Sell |
6,969
-20
| -0.3% | -$1.73K | 0.49% | 67 |
|
|
2021
Q4 | $506K | Buy |
+6,989
| New | +$506K | 0.41% | 76 |
|