Cladis Investment Advisory’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
Q3 | $936K | Buy |
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|
2025
Q2 | $820K | Hold |
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|
2025
Q1 | $849K | Buy |
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|
2024
Q4 | $779K | Buy |
|
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|
2024
Q3 | $899K | Hold |
|
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|
2024
Q2 | $965K | Sell |
|
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|
2024
Q1 | $1.12M | Sell |
|
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|
2023
Q4 | $928K | Hold |
|
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|
2023
Q3 | $838K | Hold |
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|
2023
Q2 | $665K | Buy |
|
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|
2023
Q1 | $707K | Hold |
|
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|
2022
Q4 | $725K | Hold |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $506K | Buy |
|