PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 17,905 Value ($000) $2,310 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 18,443 Value ($000) $2,509 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 18,575 Value ($000) $2,216 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 19,461 Value ($000) $2,403 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 19,741 Value ($000) $2,249 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 19,863 Value ($000) $2,611 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 25,264 Value ($000) $3,567 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 20,544 Value ($000) $3,356 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 15,229 Value ($000) $2,028 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 15,400 Value ($000) $1,850 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 15,565 Value ($000) $1,485 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 12,580 Value ($000) $1,275 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 12,324 Value ($000) $1,283 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 12,118 Value ($000) $978,127 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 9,669 Value ($000) $792,746 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 9,710 Value ($000) $838,877 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 8,718 Value ($000) $631,720 Avg Close $64.72 Range $57.79 - $71.96
Q3 2021
Shares 6,198 Value ($000) $434,055 Avg Close $61.23 Range $53.80 - $74.54
Q2 2021
Shares 3,302 Value ($000) $283,378 Avg Close $70.57 Range $61.84 - $79.32