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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Quarterly reported holdings in Phillips 66 by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.8k | 136.03 |
| 2025-06-30 | $1.5M | 13k | 119.30 |
| 2025-03-31 | $2.4M | 20k | 123.48 |
| 2024-12-31 | $2.4M | 21k | 113.93 |
| 2024-09-30 | $2.6M | 20k | 131.45 |
| 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 |