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

1,956

282M

2.55M

2.36M

Ticker PSX
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 481,051,008
Market Cap $63.2B
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 ...

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Claro Advisors LLC with notifications on news.