PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 280,630 Value ($000) $36,213 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 258,055 Value ($000) $35,101 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 233,972 Value ($000) $27,913 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 237,681 Value ($000) $29,349 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 223,322 Value ($000) $25,443 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 219,183 Value ($000) $28,812 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 219,036 Value ($000) $30,921 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 234,203 Value ($000) $38,255 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 235,546 Value ($000) $31,361 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 319,646 Value ($000) $38,406 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 230,013 Value ($000) $21,939 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 213,263 Value ($000) $21,621 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 215,757 Value ($000) $22,456 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 121,836 Value ($000) $9,835 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 133,579 Value ($000) $10,952 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 94,950 Value ($000) $8,203 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 93,478 Value ($000) $6,773 Avg Close $64.72 Range $57.79 - $71.96
Q3 2021
Shares 94,619 Value ($000) $6,626 Avg Close $61.23 Range $53.80 - $74.54
Q2 2021
Shares 111,072 Value ($000) $9,532 Avg Close $70.57 Range $61.84 - $79.32
Q1 2021
Shares 117,840 Value ($000) $9,609 Avg Close $64.91 Range $53.78 - $75.36
Q4 2020
Shares 114,901 Value ($000) $8,036 Avg Close $47.97 Range $35.05 - $58.98
Q3 2020
Shares 105,105 Value ($000) $5,449 Avg Close $49.06 Range $41.35 - $58.57
Q2 2020
Shares 90,001 Value ($000) $6,471 Avg Close $56.22 Range $38.67 - $71.70
Q1 2020
Shares 97,389 Value ($000) $5,225 Avg Close $63.79 Range $31.57 - $88.35
Q4 2019
Shares 96,447 Value ($000) $10,745 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 98,012 Value ($000) $10,036 Avg Close $77.27 Range $71.44 - $81.75
Q2 2019
Shares 100,803 Value ($000) $9,429 Avg Close $68.50 Range $61.60 - $75.78
Q1 2019
Shares 104,356 Value ($000) $9,932 Avg Close $71.93 Range $64.05 - $76.30
Q4 2018
Shares 102,877 Value ($000) $8,863 Avg Close $73.27 Range $59.11 - $89.03
Q3 2018
Shares 105,266 Value ($000) $11,866 Avg Close $86.06 Range $80.94 - $91.99
Q2 2018
Shares 100,196 Value ($000) $11,253 Avg Close $83.14 Range $68.32 - $90.32
Q1 2018
Shares 104,927 Value ($000) $10,065 Avg Close $71.47 Range $65.22 - $78.63
Q4 2017
Shares 86,998 Value ($000) $8,800 Avg Close $69.29 Range $64.81 - $74.94
Q3 2017
Shares 93,233 Value ($000) $8,541 Avg Close $61.25 Range $58.40 - $66.94
Q2 2017
Shares 85,948 Value ($000) $7,107 Avg Close $56.29 Range $53.63 - $59.84
Q1 2017
Shares 85,875 Value ($000) $6,803 Avg Close $57.27 Range $54.44 - $62.50
Q4 2016
Shares 85,226 Value ($000) $7,364 Avg Close $58.66 Range $54.58 - $62.93
Q3 2016
Shares 80,260 Value ($000) $6,465 Avg Close $54.42 Range $51.36 - $57.14
Q2 2016
Shares 79,139 Value ($000) $6,279 Avg Close $56.71 Range $53.16 - $61.76
Q1 2016
Shares 70,536 Value ($000) $6,108 Avg Close $56.03 Range $49.61 - $62.84
Q4 2015
Shares 82,754 Value ($000) $6,770 Avg Close $59.08 Range $52.15 - $64.56
Q3 2015
Shares 72,487 Value ($000) $5,571 Avg Close $54.04 Range $47.61 - $57.58
Q2 2015
Shares 67,016 Value ($000) $5,399 Avg Close $53.68 Range $51.44 - $55.35
Q1 2015
Shares 64,055 Value ($000) $5,035 Avg Close $49.25 Range $38.32 - $54.24
Q4 2014
Shares 66,704 Value ($000) $4,783 Avg Close $49.15 Range $42.79 - $54.44
Q3 2014
Shares 58,696 Value ($000) $4,773 Avg Close $55.11 Range $51.82 - $58.41
Q2 2014
Shares 56,231 Value ($000) $4,523 Avg Close $54.20 Range $49.97 - $57.44
Q1 2014
Shares 51,183 Value ($000) $3,944 Avg Close $49.82 Range $44.88 - $52.73
Q4 2013
Shares 42,844 Value ($000) $3,305 Avg Close $43.41 Range $36.64 - $50.43
Q3 2013
Shares 34,506 Value ($000) $1,995 Avg Close $37.50 Range $35.35 - $39.98
Q2 2013
Shares 32,804 Value ($000) $1,932 Avg Close $40.44 Range $36.04 - $45.07