PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 7,238 Value ($000) $934 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 7,260 Value ($000) $988 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 7,369 Value ($000) $879 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 7,444 Value ($000) $919 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 7,983 Value ($000) $910 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 7,983 Value ($000) $1,049 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 7,948 Value ($000) $1,122 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 8,041 Value ($000) $1,313 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 7,267 Value ($000) $967 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 7,321 Value ($000) $880 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 7,358 Value ($000) $702 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 7,429 Value ($000) $753 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 7,467 Value ($000) $777 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 7,595 Value ($000) $613 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 7,595 Value ($000) $623 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 7,595 Value ($000) $656 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 7,595 Value ($000) $550 Avg Close $64.72 Range $57.79 - $71.96
Q3 2021
Shares 7,744 Value ($000) $542 Avg Close $61.23 Range $53.80 - $74.54
Q2 2021
Shares 7,737 Value ($000) $664 Avg Close $70.57 Range $61.84 - $79.32
Q1 2021
Shares 7,460 Value ($000) $608 Avg Close $64.91 Range $53.78 - $75.36
Q4 2020
Shares 7,134 Value ($000) $499 Avg Close $47.97 Range $35.05 - $58.98
Q3 2020
Shares 6,912 Value ($000) $358 Avg Close $49.06 Range $41.35 - $58.57
Q2 2020
Shares 7,095 Value ($000) $510 Avg Close $56.22 Range $38.67 - $71.70
Q1 2020
Shares 7,531 Value ($000) $404 Avg Close $63.79 Range $31.57 - $88.35
Q4 2019
Shares 8,284 Value ($000) $923 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 8,311 Value ($000) $851 Avg Close $77.27 Range $71.44 - $81.75
Q2 2019
Shares 8,582 Value ($000) $803 Avg Close $68.50 Range $61.60 - $75.78
Q1 2019
Shares 8,328 Value ($000) $793 Avg Close $71.93 Range $64.05 - $76.30
Q2 2017
Shares 11,800 Value ($000) $979 Avg Close $56.29 Range $53.63 - $59.84
Q2 2013
Shares 780 Value ($000) $46 Avg Close $40.44 Range $36.04 - $45.07