PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 34,807 Value ($000) $4,492 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 41,366 Value ($000) $5,627 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 48,014 Value ($000) $5,728 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 50,438 Value ($000) $6,228 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 7,338 Value ($000) $836 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 5,182 Value ($000) $681 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 5,299 Value ($000) $748 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 4,895 Value ($000) $800 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 2,419 Value ($000) $322 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 2,580 Value ($000) $310 Avg Close $103.33 Range $86.60 - $115.77
Q4 2017
Shares 117 Value ($000) $12 Avg Close $69.29 Range $64.81 - $74.94
Q3 2015
Shares 267 Value ($000) $21 Avg Close $54.04 Range $47.61 - $57.58
Q2 2015
Shares 267 Value ($000) $22 Avg Close $53.68 Range $51.44 - $55.35
Q1 2015
Shares 151 Value ($000) $12 Avg Close $49.25 Range $38.32 - $54.24
Q4 2014
Shares 151 Value ($000) $11 Avg Close $49.15 Range $42.79 - $54.44
Q3 2014
Shares 244 Value ($000) $20 Avg Close $55.11 Range $51.82 - $58.41
Q2 2014
Shares 4,474 Value ($000) $360 Avg Close $54.20 Range $49.97 - $57.44
Q1 2014
Shares 4,460 Value ($000) $344 Avg Close $49.82 Range $44.88 - $52.73
Q4 2013
Shares 222 Value ($000) $17 Avg Close $43.41 Range $36.64 - $50.43
Q3 2013
Shares 166 Value ($000) $10 Avg Close $37.50 Range $35.35 - $39.98