PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 10,598 Value ($000) $1,368 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 11,231 Value ($000) $1,528 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 2,255 Value ($000) $269 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 2,314 Value ($000) $286 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 4,052 Value ($000) $462 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 4,751 Value ($000) $625 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 6,584 Value ($000) $929 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 6,597 Value ($000) $1,078 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 5,731 Value ($000) $763 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 2,586 Value ($000) $311 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 68,809 Value ($000) $6,563 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 70,863 Value ($000) $7,184 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 69,830 Value ($000) $7,268 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 78,330 Value ($000) $6,323 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 75,776 Value ($000) $6,213 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 84,412 Value ($000) $7,292 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 72,984 Value ($000) $5,288 Avg Close $64.72 Range $57.79 - $71.96
Q1 2021
Shares 3,648 Value ($000) $297 Avg Close $64.91 Range $53.78 - $75.36
Q4 2020
Shares 4,978 Value ($000) $348 Avg Close $47.97 Range $35.05 - $58.98
Q3 2020
Shares 8,202 Value ($000) $425 Avg Close $49.06 Range $41.35 - $58.57
Q2 2020
Shares 22,158 Value ($000) $1,593 Avg Close $56.22 Range $38.67 - $71.70
Q1 2020
Shares 24,391 Value ($000) $1,309 Avg Close $63.79 Range $31.57 - $88.35
Q4 2019
Shares 20,890 Value ($000) $1,909 Avg Close $87.36 Range $75.11 - $93.06
Q3 2019
Shares 21,937 Value ($000) $2,591 Avg Close $77.27 Range $71.44 - $81.75
Q2 2019
Shares 22,904 Value ($000) $2,229 Avg Close $68.50 Range $61.60 - $75.78
Q1 2019
Shares 22,234 Value ($000) $2,116 Avg Close $71.93 Range $64.05 - $76.30
Q4 2018
Shares 22,235 Value ($000) $2,095 Avg Close $73.27 Range $59.11 - $89.03
Q3 2018
Shares 16,300 Value ($000) $1,681 Avg Close $86.06 Range $80.94 - $91.99
Q2 2018
Shares 16,845 Value ($000) $1,892 Avg Close $83.14 Range $68.32 - $90.32
Q1 2018
Shares 16,913 Value ($000) $1,622 Avg Close $71.47 Range $65.22 - $78.63