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Phillips 66 shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Phillips 66

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All positions including Phillips 66 held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phillips 66 by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 18k 163.34
2023-12-31 $2.4M 18k 133.14
2022-12-31 $1.9M 19k 104.08
2022-09-30 $1.5M 19k 80.74