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Phillips 66 shares owned by Intercontinental Wealth Advisors

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

Historical chart of Intercontinental Wealth Advisors investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $701k 7.4k 95.38
2023-03-31 $753k 7.4k 101.38
2022-12-31 $776k 7.5k 104.08
2022-09-30 $599k 7.4k 80.74
2022-06-30 $610k 7.4k 82.03
2022-03-31 $610k 7.1k 86.45
2021-12-31 $635k 8.8k 72.51
2021-09-30 $601k 8.6k 70.03
2021-06-30 $557k 6.5k 85.89
2021-03-31 $458k 5.6k 81.51
2020-12-31 $391k 5.6k 69.92
2020-09-30 $234k 4.5k 51.94
2020-06-30 $266k 3.7k 72.03
2020-03-31 $307k 3.2k 95.25
2019-12-31 $245k 2.6k 92.77
2019-09-30 $413k 4.0k 102.38
2019-06-30 $301k 3.2k 93.48
2019-03-31 $307k 3.2k 95.25
2018-12-31 $184k 2.1k 85.94
2018-09-30 $256k 2.3k 112.58
2018-06-30 $256k 2.3k 112.43
2018-03-31 $229k 2.4k 96.06
2017-12-31 $223k 2.2k 101.23
2017-03-31 $238k 3.0k 79.23
2016-12-31 $333k 3.9k 86.45
2016-09-30 $251k 3.1k 80.47
2016-06-30 $249k 3.1k 79.38
2016-03-31 $273k 3.2k 86.58
2015-12-31 $267k 3.3k 81.88