PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 34,466 Value ($000) $4,448 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 33,029 Value ($000) $4,493 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 30,739 Value ($000) $3,667 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 29,276 Value ($000) $3,615 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 22,539 Value ($000) $2,568 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 19,771 Value ($000) $2,599 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 18,758 Value ($000) $2,648 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 18,244 Value ($000) $2,980 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 18,162 Value ($000) $2,418 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 17,683 Value ($000) $2,125 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 17,193 Value ($000) $1,640 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 17,444 Value ($000) $1,768 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 16,373 Value ($000) $1,704 Avg Close $91.37 Range $73.21 - $101.24
Q3 2022
Shares 15,663 Value ($000) $1,264 Avg Close $75.39 Range $65.83 - $84.26
Q2 2022
Shares 14,281 Value ($000) $1,171 Avg Close $80.94 Range $67.99 - $97.89
Q1 2022
Shares 12,416 Value ($000) $1,073 Avg Close $72.84 Range $62.79 - $80.59
Q4 2021
Shares 10,085 Value ($000) $731 Avg Close $64.72 Range $57.79 - $71.96