A detailed history of Clari Vest Asset Management LLC transactions in Phillips 66 stock. As of the latest transaction made, Clari Vest Asset Management LLC holds 6 shares of PSX stock, worth $697. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 6 -0.0%
Holding current value
$697
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

BUY
$95.4 - $124.28 $572 - $745
6 New
6 $0
Q1 2020

May 04, 2020

SELL
$42.09 - $112.2 $631 - $1,683
-15 Closed
0 $0
Q4 2019

Feb 12, 2020

SELL
$98.24 - $119.7 $284,208 - $346,292
-2,893 Reduced 99.48%
15 $2,000
Q3 2019

Nov 12, 2019

SELL
$94.06 - $105.06 $8.58 Million - $9.59 Million
-91,264 Reduced 96.91%
2,908 $298,000
Q2 2019

Aug 16, 2019

SELL
$80.8 - $98.61 $517,039 - $631,005
-6,399 Reduced 6.36%
94,172 $8.81 Million
Q1 2019

May 13, 2019

SELL
$86.9 - $98.89 $10.3 Million - $11.7 Million
-118,095 Reduced 54.01%
100,571 $9.57 Million
Q4 2018

Feb 05, 2019

SELL
$78.5 - $118.47 $644,956 - $973,349
-8,216 Reduced 3.62%
218,666 $18.8 Million
Q3 2018

Nov 07, 2018

BUY
$109.36 - $123.34 $24.8 Million - $28 Million
226,882 New
226,882 $25.6 Million

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 $55.9B
  • 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
Track This Portfolio

Track Clari Vest Asset Management LLC Portfolio

Follow Clari Vest Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clari Vest Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clari Vest Asset Management LLC with notifications on news.