PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 3,363 Value ($000) $434 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 3,397 Value ($000) $462 Avg Close $126.39 Range $115.93 - $141.15
Q2 2025
Shares 42,167 Value ($000) $5,031 Avg Close $109.47 Range $88.51 - $124.10
Q1 2025
Shares 40,647 Value ($000) $5,019 Avg Close $119.26 Range $108.41 - $127.86
Q4 2024
Shares 24,791 Value ($000) $2,824 Avg Close $122.03 Range $104.97 - $134.32
Q3 2024
Shares 21,258 Value ($000) $2,794 Avg Close $128.40 Range $118.24 - $142.23
Q2 2024
Shares 21,311 Value ($000) $3,008 Avg Close $139.62 Range $127.02 - $163.64
Q1 2024
Shares 55,549 Value ($000) $9,073 Avg Close $134.98 Range $118.18 - $153.96
Q4 2023
Shares 67,986 Value ($000) $9,052 Avg Close $111.04 Range $99.74 - $127.57
Q3 2023
Shares 57,334 Value ($000) $6,889 Avg Close $103.33 Range $86.60 - $115.77
Q2 2023
Shares 54,145 Value ($000) $5,164 Avg Close $88.54 Range $82.22 - $97.39
Q1 2023
Shares 39,835 Value ($000) $4,039 Avg Close $91.66 Range $82.16 - $100.34
Q4 2022
Shares 30,449 Value ($000) $3,169 Avg Close $91.37 Range $73.21 - $101.24