PSX PHILLIPS 66

Ownership history in Clarius Group, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in PHILLIPS 66 (PSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2019 Q1)
Avg. % of fund
0.04%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,517 -1,070 -41.4% 0.01% $206K $133.77
2025 Q2 REDUCED 2,587 -76 -2.9% 0.02% $309K $116.18
2025 Q1 REDUCED 2,663 -218 -7.6% 0.02% $329K $119.11
2024 Q4 REDUCED 2,881 -363 -11.2% 0.02% $328K $108.91
2024 Q3 REDUCED 3,244 -142 -4.2% 0.03% $431K $124.56
2024 Q2 REDUCED 3,386 -69 -2.0% 0.03% $478K $132.66
2024 Q1 REDUCED 3,455 -469 -12.0% 0.04% $564K $152.29
2023 Q4 REDUCED 3,924 -349 -8.2% 0.04% $522K $123.24
2023 Q3 REDUCED 4,273 -1,847 -30.2% 0.05% $513K $110.21
2023 Q2 REDUCED 6,120 -53 -0.9% 0.05% $584K $86.67
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSX price (monthly, adj. close)
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