PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 10,607 Value ($000) $1,369 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 7,586 Value ($000) $1,032 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 8,400 Value ($000) $1,002 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 20,526 Value ($000) $2,535 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 10,440 Value ($000) $1,189 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 11,118 Value ($000) $1,462 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 10,598 Value ($000) $1,496 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 11,368 Value ($000) $1,857 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 11,558 Value ($000) $1,539 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 10,346 Value ($000) $1,243 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 2,117 Value ($000) $202 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 3,294 Value ($000) $334 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 2,764 Value ($000) $288 Avg Close $91.37 Range $73.21 - $101.24
Q4 2021
Shares 3,676 Value ($000) $266 Avg Close $64.72 Range $57.79 - $71.96
Q3 2021
Shares 3,554 Value ($000) $249 Avg Close $61.23 Range $53.80 - $74.54
Q2 2021
Shares 5,153 Value ($000) $442 Avg Close $70.57 Range $61.84 - $79.32
Q1 2021
Shares 9,971 Value ($000) $813 Avg Close $64.91 Range $53.78 - $75.36
Q4 2020
Shares 8,844 Value ($000) $619 Avg Close $47.97 Range $35.05 - $58.98
Q1 2020
Shares 11,721 Value ($000) $629 Avg Close $63.79 Range $31.57 - $88.35
Q4 2019
Shares 2,778 Value ($000) $309 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 2,729 Value ($000) $279 Avg Close $77.27 Range $71.44 - $81.75
Q4 2018
Shares 480 Value ($000) $41 Avg Close $73.27 Range $59.11 - $89.03