PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 4,093 Value ($000) $528 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 4,112 Value ($000) $559 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 4,245 Value ($000) $506 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 4,307 Value ($000) $532 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 4,384 Value ($000) $499 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 4,613 Value ($000) $606 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 4,765 Value ($000) $673 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 4,610 Value ($000) $753 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 4,551 Value ($000) $606 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 4,535 Value ($000) $545 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 5,559 Value ($000) $530 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 2,483 Value ($000) $252 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 2,432 Value ($000) $253 Avg Close $91.37 Range $73.21 - $101.24
Q2 2022
Shares 2,559 Value ($000) $210 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 3,003 Value ($000) $259 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 6,355 Value ($000) $461 Avg Close $64.72 Range $57.79 - $71.96
Q4 2019
Shares 2,519 Value ($000) $281 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 2,219 Value ($000) $227 Avg Close $77.27 Range $71.44 - $81.75
Q2 2019
Shares 2,219 Value ($000) $208 Avg Close $68.50 Range $61.60 - $75.78
Q1 2019
Shares 3,419 Value ($000) $325 Avg Close $71.93 Range $64.05 - $76.30
Q4 2018
Shares 2,522 Value ($000) $217 Avg Close $73.27 Range $59.11 - $89.03
Q3 2018
Shares 2,219 Value ($000) $250 Avg Close $86.06 Range $80.94 - $91.99
Q2 2018
Shares 2,090 Value ($000) $235 Avg Close $83.14 Range $68.32 - $90.32
Q4 2017
Shares 2,027 Value ($000) $205 Avg Close $69.29 Range $64.81 - $74.94
Q3 2017
Shares 2,538 Value ($000) $233 Avg Close $61.25 Range $58.40 - $66.94
Q2 2017
Shares 2,538 Value ($000) $210 Avg Close $56.29 Range $53.63 - $59.84
Q1 2017
Shares 2,690 Value ($000) $213 Avg Close $57.27 Range $54.44 - $62.50
Q4 2016
Shares 3,925 Value ($000) $339 Avg Close $58.66 Range $54.58 - $62.93
Q3 2016
Shares 3,718 Value ($000) $299 Avg Close $54.42 Range $51.36 - $57.14
Q1 2016
Shares 3,912 Value ($000) $339 Avg Close $56.03 Range $49.61 - $62.84