PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025

Shares 244 Value ($000) $32 Avg Close $134.01 Range $125.67 - $144.96

Q3 2025

Shares 242 Value ($000) $33 Avg Close $126.39 Range $115.93 - $141.15

Q2 2025

Shares 240 Value ($000) $29 Avg Close $109.47 Range $88.51 - $124.10

Q1 2025

Shares 237 Value ($000) $29 Avg Close $119.26 Range $108.41 - $127.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	244	$32	$134.01	$125.67 - $144.96
Q3 2025	242	$33	$126.39	$115.93 - $141.15
Q2 2025	240	$29	$109.47	$88.51 - $124.10
Q1 2025	237	$29	$119.26	$108.41 - $127.86