A detailed history of Cladis Investment Advisory, LLC transactions in Phillips 66 stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 6,882 shares of PSX stock, worth $1.01 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
6,882
Previous 6,971 1.28%
Holding current value
$1.01 Million
Previous $928,000 21.12%
% of portfolio
0.99%
Previous 0.86%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$127.67 - $163.34 $11,362 - $14,537
-89 Reduced 1.28%
6,882 $1.12 Million
Q2 2023

Aug 11, 2023

BUY
$90.81 - $106.46 $90 - $106
1 Added 0.01%
6,971 $664,000
Q3 2022

Nov 17, 2022

BUY
$74.16 - $93.57 $74 - $93
1 Added 0.01%
6,970 $563,000
Q1 2022

May 10, 2022

SELL
$75.34 - $93.2 $1,506 - $1,864
-20 Reduced 0.29%
6,969 $602,000
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 $70.8B
  • 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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