PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025

Shares 2,181 Value ($000) $281 Avg Close $134.01 Range $125.67 - $144.96

Q3 2025

Shares 2,037 Value ($000) $274 Avg Close $126.39 Range $115.93 - $141.15

Q2 2025

Shares 1,891 Value ($000) $226 Avg Close $109.47 Range $88.51 - $124.10

Q1 2024

Shares 1,312 Value ($000) $214 Avg Close $134.98 Range $118.18 - $153.96

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,181	$281	$134.01	$125.67 - $144.96
Q3 2025	2,037	$274	$126.39	$115.93 - $141.15
Q2 2025	1,891	$226	$109.47	$88.51 - $124.10
Q1 2024	1,312	$214	$134.98	$118.18 - $153.96