PHILLIPS 66

Ticker: PSX CUSIP: 718546104 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025

Shares 3,018 Value ($000) $389 Avg Close $134.01 Range $125.67 - $144.96

Q3 2025

Shares 2,772 Value ($000) $377 Avg Close $126.39 Range $115.93 - $141.15

Q2 2024

Shares 65 Value ($000) $9 Avg Close $139.62 Range $127.02 - $163.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,018	$389	$134.01	$125.67 - $144.96
Q3 2025	2,772	$377	$126.39	$115.93 - $141.15
Q2 2024	65	$9	$139.62	$127.02 - $163.64