PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 1,415 Value ($000) $183 Avg Close $134.01 Range $125.67 - $144.96
Q3 2025
Shares 1,718 Value ($000) $234 Avg Close $126.39 Range $115.93 - $141.15