Clarius Group LLC’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 | $206K | Sell |
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|
2025
Q2 | $309K | Sell |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $431K | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $522K | Sell |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $626K | Sell |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $501K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $473K | Buy |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $268K | Buy |
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