Phillips 66 shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.4M | 20k | 120.15 |
| 2023-06-30 | $1.3M | 13k | 95.38 |
| 2023-03-31 | $1.6M | 15k | 101.38 |
| 2022-06-30 | $1.5M | 18k | 81.98 |
| 2022-03-31 | $1.6M | 19k | 86.37 |
| 2021-12-31 | $1.3M | 18k | 72.48 |
| 2021-09-30 | $1.3M | 19k | 70.01 |
| 2021-06-30 | $1.6M | 19k | 85.80 |
| 2021-03-31 | $1.5M | 19k | 81.57 |
| 2020-12-31 | $1.1M | 16k | 69.96 |
| 2020-09-30 | $805k | 16k | 51.81 |
| 2020-06-30 | $1.3M | 18k | 71.91 |
| 2020-03-31 | $271k | 5.1k | 53.63 |
| 2019-12-31 | $364k | 3.3k | 111.31 |
| 2019-09-30 | $335k | 3.3k | 102.45 |
| 2019-06-30 | $306k | 3.3k | 93.58 |
| 2019-03-31 | $296k | 3.1k | 95.09 |
| 2018-12-31 | $268k | 3.1k | 86.23 |
| 2018-09-30 | $350k | 3.1k | 112.83 |
| 2018-06-30 | $348k | 3.1k | 112.33 |
| 2018-03-31 | $297k | 3.1k | 95.99 |
| 2017-12-31 | $313k | 3.1k | 101.29 |