PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025

Shares 8,491 Value ($000) $1,096 Avg Close $134.01 Range $125.67 - $144.96

Q3 2025

Shares 8,838 Value ($000) $1,202 Avg Close $126.39 Range $115.93 - $141.15

Q2 2025

Shares 10,474 Value ($000) $1,250 Avg Close $109.47 Range $88.51 - $124.10

Q4 2024

Shares 17,968 Value ($000) $2,047 Avg Close $122.03 Range $104.97 - $134.32

Q3 2024

Shares 20,305 Value ($000) $2,712 Avg Close $128.40 Range $118.24 - $142.23

Q2 2024

Shares 28,288 Value ($000) $3,993 Avg Close $139.62 Range $127.02 - $163.64

Q1 2024

Shares 38,175 Value ($000) $4,587 Avg Close $134.98 Range $118.18 - $153.96

Q4 2023

Shares 33,086 Value ($000) $4,405 Avg Close $111.04 Range $99.74 - $127.57

Q3 2023

Shares 38,175 Value ($000) $4,587 Avg Close $103.33 Range $86.60 - $115.77

Q2 2023

Shares 36,623 Value ($000) $3,493 Avg Close $88.54 Range $82.22 - $97.39

Q1 2023

Shares 33,751 Value ($000) $3,422 Avg Close $91.66 Range $82.16 - $100.34

Q4 2022

Shares 34,422 Value ($000) $3,583 Avg Close $91.37 Range $73.21 - $101.24

Q3 2022

Shares 31,759 Value ($000) $2,564 Avg Close $75.39 Range $65.83 - $84.26

Q2 2022

Shares 13,401 Value ($000) $1,100 Avg Close $80.94 Range $67.99 - $97.89

Q1 2022

Shares 13,142 Value ($000) $1,136 Avg Close $72.84 Range $62.79 - $80.59

Q4 2021

Shares 12,020 Value ($000) $872 Avg Close $64.72 Range $57.79 - $71.96

Q3 2021

Shares 11,113 Value ($000) $779 Avg Close $61.23 Range $53.80 - $74.54

Q2 2021

Shares 10,650 Value ($000) $915 Avg Close $70.57 Range $61.84 - $79.32

Q1 2021

Shares 14,685 Value ($000) $1,199 Avg Close $64.91 Range $53.78 - $75.36

Q4 2020

Shares 9,163 Value ($000) $642 Avg Close $47.97 Range $35.05 - $58.98

Q3 2020

Shares 17,340 Value ($000) $983 Avg Close $49.06 Range $41.35 - $58.57

Q2 2020

Shares 17,868 Value ($000) $1,286 Avg Close $56.22 Range $38.67 - $71.70

Q1 2020

Shares 20,558 Value ($000) $1,105 Avg Close $63.79 Range $31.57 - $88.35

Q4 2019

Shares 19,820 Value ($000) $2,209 Avg Close $87.36 Range $75.11 - $93.06

Q3 2019

Shares 18,296 Value ($000) $1,875 Avg Close $77.27 Range $71.44 - $81.75

Q2 2019

Shares 14,566 Value ($000) $1,364 Avg Close $68.50 Range $61.60 - $75.78

Q1 2019

Shares 11,627 Value ($000) $1,109 Avg Close $71.93 Range $64.05 - $76.30

Q4 2018

Shares 10,394 Value ($000) $896 Avg Close $73.27 Range $59.11 - $89.03

Q3 2018

Shares 11,478 Value ($000) $1,295 Avg Close $86.06 Range $80.94 - $91.99

Q2 2018

Shares 11,782 Value ($000) $1,324 Avg Close $83.14 Range $68.32 - $90.32

Q1 2018

Shares 10,105 Value ($000) $970 Avg Close $71.47 Range $65.22 - $78.63

Q4 2017

Shares 16,268 Value ($000) $1,646 Avg Close $69.29 Range $64.81 - $74.94

Q3 2017

Shares 16,839 Value ($000) $1,544 Avg Close $61.25 Range $58.40 - $66.94

Q2 2017

Shares 19,209 Value ($000) $1,589 Avg Close $56.29 Range $53.63 - $59.84

Q1 2017

Shares 21,782 Value ($000) $1,726 Avg Close $57.27 Range $54.44 - $62.50

Q4 2016

Shares 23,494 Value ($000) $2,030 Avg Close $58.66 Range $54.58 - $62.93

Q3 2016

Shares 27,520 Value ($000) $1,851 Avg Close $54.42 Range $51.36 - $57.14

Q2 2016

Shares 28,660 Value ($000) $1,914 Avg Close $56.71 Range $53.16 - $61.76

Q1 2016

Shares 28,331 Value ($000) $2,060 Avg Close $56.03 Range $49.61 - $62.84

Q4 2015

Shares 21,516 Value ($000) $1,761 Avg Close $59.08 Range $52.15 - $64.56

Q3 2015

Shares 20,345 Value ($000) $1,564 Avg Close $54.04 Range $47.61 - $57.58

Q2 2015

Shares 22,087 Value ($000) $1,780 Avg Close $53.68 Range $51.44 - $55.35

Q1 2015

Shares 20,390 Value ($000) $1,603 Avg Close $49.25 Range $38.32 - $54.24

Q4 2014

Shares 15,587 Value ($000) $6,746 Avg Close $49.15 Range $42.79 - $54.44

Q3 2014

Shares 9,709 Value ($000) $789 Avg Close $55.11 Range $51.82 - $58.41

Q2 2014

Shares 22,596 Value ($000) $988,890 Avg Close $54.20 Range $49.97 - $57.44

Q1 2014

Shares 10,205 Value ($000) $786 Avg Close $49.82 Range $44.88 - $52.73

Q4 2013

Shares 6,912 Value ($000) $533 Avg Close $43.41 Range $36.64 - $50.43

Q3 2013

Shares 11,412 Value ($000) $660 Avg Close $37.50 Range $35.35 - $39.98

Q2 2013

Shares 9,897 Value ($000) $583 Avg Close $40.44 Range $36.04 - $45.07

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,491	$1,096	$134.01	$125.67 - $144.96
Q3 2025	8,838	$1,202	$126.39	$115.93 - $141.15
Q2 2025	10,474	$1,250	$109.47	$88.51 - $124.10
Q4 2024	17,968	$2,047	$122.03	$104.97 - $134.32
Q3 2024	20,305	$2,712	$128.40	$118.24 - $142.23
Q2 2024	28,288	$3,993	$139.62	$127.02 - $163.64
Q1 2024	38,175	$4,587	$134.98	$118.18 - $153.96
Q4 2023	33,086	$4,405	$111.04	$99.74 - $127.57
Q3 2023	38,175	$4,587	$103.33	$86.60 - $115.77
Q2 2023	36,623	$3,493	$88.54	$82.22 - $97.39
Q1 2023	33,751	$3,422	$91.66	$82.16 - $100.34
Q4 2022	34,422	$3,583	$91.37	$73.21 - $101.24
Q3 2022	31,759	$2,564	$75.39	$65.83 - $84.26
Q2 2022	13,401	$1,100	$80.94	$67.99 - $97.89
Q1 2022	13,142	$1,136	$72.84	$62.79 - $80.59
Q4 2021	12,020	$872	$64.72	$57.79 - $71.96
Q3 2021	11,113	$779	$61.23	$53.80 - $74.54
Q2 2021	10,650	$915	$70.57	$61.84 - $79.32
Q1 2021	14,685	$1,199	$64.91	$53.78 - $75.36
Q4 2020	9,163	$642	$47.97	$35.05 - $58.98
Q3 2020	17,340	$983	$49.06	$41.35 - $58.57
Q2 2020	17,868	$1,286	$56.22	$38.67 - $71.70
Q1 2020	20,558	$1,105	$63.79	$31.57 - $88.35
Q4 2019	19,820	$2,209	$87.36	$75.11 - $93.06
Q3 2019	18,296	$1,875	$77.27	$71.44 - $81.75
Q2 2019	14,566	$1,364	$68.50	$61.60 - $75.78
Q1 2019	11,627	$1,109	$71.93	$64.05 - $76.30
Q4 2018	10,394	$896	$73.27	$59.11 - $89.03
Q3 2018	11,478	$1,295	$86.06	$80.94 - $91.99
Q2 2018	11,782	$1,324	$83.14	$68.32 - $90.32
Q1 2018	10,105	$970	$71.47	$65.22 - $78.63
Q4 2017	16,268	$1,646	$69.29	$64.81 - $74.94
Q3 2017	16,839	$1,544	$61.25	$58.40 - $66.94
Q2 2017	19,209	$1,589	$56.29	$53.63 - $59.84
Q1 2017	21,782	$1,726	$57.27	$54.44 - $62.50
Q4 2016	23,494	$2,030	$58.66	$54.58 - $62.93
Q3 2016	27,520	$1,851	$54.42	$51.36 - $57.14
Q2 2016	28,660	$1,914	$56.71	$53.16 - $61.76
Q1 2016	28,331	$2,060	$56.03	$49.61 - $62.84
Q4 2015	21,516	$1,761	$59.08	$52.15 - $64.56
Q3 2015	20,345	$1,564	$54.04	$47.61 - $57.58
Q2 2015	22,087	$1,780	$53.68	$51.44 - $55.35
Q1 2015	20,390	$1,603	$49.25	$38.32 - $54.24
Q4 2014	15,587	$6,746	$49.15	$42.79 - $54.44
Q3 2014	9,709	$789	$55.11	$51.82 - $58.41
Q2 2014	22,596	$988,890	$54.20	$49.97 - $57.44
Q1 2014	10,205	$786	$49.82	$44.88 - $52.73
Q4 2013	6,912	$533	$43.41	$36.64 - $50.43
Q3 2013	11,412	$660	$37.50	$35.35 - $39.98
Q2 2013	9,897	$583	$40.44	$36.04 - $45.07