PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,388 Value ($000) $1,857 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 14,779 Value ($000) $2,010 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 16,456 Value ($000) $1,963 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 17,067 Value ($000) $2,107 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 18,149 Value ($000) $2,068 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 18,340 Value ($000) $2,411 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 19,607 Value ($000) $2,768 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 18,985 Value ($000) $3,101 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 4,576 Value ($000) $609 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 4,172 Value ($000) $501 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 2,911 Value ($000) $278 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 2,889 Value ($000) $293 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 3,388 Value ($000) $353 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 3,953 Value ($000) $319 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 3,819 Value ($000) $313 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 3,712 Value ($000) $321 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 3,690 Value ($000) $267 Avg Close $64.72 Range $57.79 - $71.96
Q3 2021
Shares 4,255 Value ($000) $298 Avg Close $61.23 Range $53.80 - $74.54
Q2 2021
Shares 4,254 Value ($000) $365 Avg Close $70.57 Range $61.84 - $79.32
Q1 2021
Shares 6,235 Value ($000) $508 Avg Close $64.91 Range $53.78 - $75.36
Q4 2020
Shares 7,160 Value ($000) $501 Avg Close $47.97 Range $35.05 - $58.98
Q3 2020
Shares 11,520 Value ($000) $597 Avg Close $49.06 Range $41.35 - $58.57
Q2 2020
Shares 11,858 Value ($000) $853 Avg Close $56.22 Range $38.67 - $71.70
Q1 2020
Shares 8,656 Value ($000) $464 Avg Close $63.79 Range $31.57 - $88.35
Q4 2019
Shares 9,443 Value ($000) $1,052 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 9,319 Value ($000) $954 Avg Close $77.27 Range $71.44 - $81.75
Q2 2019
Shares 9,257 Value ($000) $898 Avg Close $68.50 Range $61.60 - $75.78
Q1 2019
Shares 9,033 Value ($000) $860 Avg Close $71.93 Range $64.05 - $76.30
Q4 2018
Shares 8,157 Value ($000) $703 Avg Close $73.27 Range $59.11 - $89.03
Q3 2018
Shares 8,953 Value ($000) $1,009 Avg Close $86.06 Range $80.94 - $91.99
Q2 2018
Shares 8,617 Value ($000) $968 Avg Close $83.14 Range $68.32 - $90.32
Q1 2018
Shares 9,014 Value ($000) $865 Avg Close $71.47 Range $65.22 - $78.63
Q4 2017
Shares 8,921 Value ($000) $902 Avg Close $69.29 Range $64.81 - $74.94
Q3 2017
Shares 12,943 Value ($000) $1,186 Avg Close $61.25 Range $58.40 - $66.94
Q2 2017
Shares 12,485 Value ($000) $1,032 Avg Close $56.29 Range $53.63 - $59.84
Q1 2017
Shares 12,292 Value ($000) $974 Avg Close $57.27 Range $54.44 - $62.50
Q4 2016
Shares 12,458 Value ($000) $1,076 Avg Close $58.66 Range $54.58 - $62.93