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Clarius Group LLC’s Phillips 66 PSX Stock Holding History

Clarius Group LLC’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,517
Closed -$206K – 405
2025
Q3 		$206K Sell
1,517
-1,070
-41% -$137K 0.01% 380
2025
Q2 		$309K Sell
2,587
-76
-3% -$8.51K 0.02% 351
2025
Q1 		$329K Sell
2,663
-218
-8% -$26.9K 0.02% 331
2024
Q4 		$328K Sell
2,881
-363
-11% -$46.2K 0.02% 294
2024
Q3 		$431K Sell
3,244
-142
-4% -$19.2K 0.03% 239
2024
Q2 		$478K Sell
3,386
-69
-2% -$10.2K 0.03% 223
2024
Q1 		$564K Sell
3,455
-469
-12% -$67.6K 0.04% 204
2023
Q4 		$522K Sell
3,924
-349
-8% -$41.7K 0.04% 229
2023
Q3 		$513K Sell
4,273
-1,847
-30% -$207K 0.05% 212
2023
Q2 		$584K Sell
6,120
-53
-0.9% -$5.15K 0.05% 225
2023
Q1 		$626K Sell
6,173
-36
-0.6% -$3.66K 0.05% 208
2022
Q4 		$646K Buy
6,209
+3
+0% +$307 0.06% 193
2022
Q3 		$501K Buy
6,206
+236
+4% +$20.1K 0.05% 214
2022
Q2 		$489K Buy
5,970
+155
+3% +$14.3K 0.05% 220
2022
Q1 		$421K Hold
5,815
– – 0.03% 285
2021
Q4 		$421K Buy
5,815
+171
+3% +$12.9K 0.03% 285
2021
Q3 		$395K Buy
5,644
+133
+2% +$9.63K 0.04% 261
2021
Q2 		$473K Buy
5,511
+117
+2% +$9.88K 0.04% 219
2021
Q1 		$440K Sell
5,394
-23
-0.4% -$1.8K 0.04% 217
2020
Q4 		$379K Sell
5,417
-456
-8% -$26.8K 0.04% 217
2020
Q3 		$304K Buy
5,873
+1,682
+40% +$103K 0.04% 212
2020
Q2 		$301K Sell
4,191
-1,619
-28% -$115K 0.04% 215
2020
Q1 		$312K Buy
5,810
+2,566
+79% +$209K 0.06% 175
2019
Q4 		$340K Buy
3,244
+407
+14% +$45.7K 0.05% 184
2019
Q3 		$291K Buy
2,837
+605
+27% +$60.6K 0.05% 196
2019
Q2 		$209K Sell
2,232
-584
-21% -$52.4K 0.04% 242
2019
Q1 		$268K Buy
+2,816
New +$268K 0.07% 158

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clarius Group LLC's PSX Position: Q4 2025 in Review

Clarius Group LLC sold out of Phillips 66 (PSX) in Q4 2025, closing a stake of 1,517 shares — an estimated $206K sold.

Clarius Group LLC first reported a position in PSX in Q1 2019 and held it in 27 quarters. The position peaked at $646K in Q4 2022. 1,901 funds tracked by Wall St. Rank hold PSX as of Q4 2025.

  • Clarius Group LLC reported no remaining Phillips 66 position as of Q4 2025 after selling out during the quarter.
  • Clarius Group LLC sold 1,517 Phillips 66 shares in Q4 2025, an estimated $206K.
  • Clarius Group LLC first reported a position in Phillips 66 in Q1 2019 and held it in 27 quarters.
  • Clarius Group LLC's Phillips 66 position peaked at $646K in Q4 2022.
  • 1,901 funds tracked by Wall St. Rank held Phillips 66 as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.