Claro Advisors LLC Phillips 66 Transaction History

Claro Advisors LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$135.85 - $172.71 $26,219 - $33,333	193 Added 11.1%	1,931 $272,000
Q1 2024 Apr 18, 2024	BUY	$127.67 - $163.34 $9,575 - $12,250	75 Added 4.51%	1,738 $283,000
Q4 2023 Jan 22, 2024	BUY	$109.19 - $135.72 $181,582 - $225,702	1,663 New	1,663 $221,000
Q1 2020 May 15, 2020	SELL	$42.09 - $112.2 $94,071 - $250,767	-2,235 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$98.24 - $119.7 $14,736 - $17,955	150 Added 7.19%	2,235 $249,000
Q3 2019 Oct 29, 2019	BUY	$94.06 - $105.06 $196,115 - $219,050	2,085 New	2,085 $214,000
Q1 2019 May 10, 2019	SELL	$86.9 - $98.89 $90,115 - $102,548	-1,037 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$78.5 - $118.47 $81,404 - $122,853	1,037 New	1,037 $117,000

1,928

303M

2.76M

2.35M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $58.7B
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 ...

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