PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Confluence Wealth Services, Inc.'s Holding History (CIK: 0001910411)

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

Q4 2025
Shares 6,367 Value ($000) $822 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 6,609 Value ($000) $899 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 6,609 Value ($000) $788 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 6,586 Value ($000) $677 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 6,741 Value ($000) $827 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 6,627 Value ($000) $871 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 6,648 Value ($000) $938 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 6,405 Value ($000) $1,046 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 6,405 Value ($000) $853 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 6,405 Value ($000) $770 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 6,520 Value ($000) $622 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 6,148 Value ($000) $623 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 6,147 Value ($000) $640 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 6,146 Value ($000) $496 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 8,281 Value ($000) $731 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 8,055 Value ($000) $695 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 14,211 Value ($000) $1,029 Avg Close $64.72 Range $57.79 - $71.96