IWA
Icon Wealth Advisors’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
12,459
-7,367
| -37% | -$879K | 0.11% | 143 |
|
|
2025
Q1 | $2.45M | Sell |
19,826
-1,415
| -7% | -$175K | 0.2% | 88 |
|
|
2024
Q4 | $2.42M | Buy |
21,241
+1,557
| +8% | +$177K | 0.2% | 85 |
|
|
2024
Q3 | $2.59M | Buy |
19,684
+654
| +3% | +$86K | 0.22% | 82 |
|
|
2024
Q2 | $2.77M | Buy |
19,030
+639
| +3% | +$93K | 0.25% | 72 |
|
|
2024
Q1 | $3M | Buy |
18,391
+684
| +4% | +$112K | 0.28% | 67 |
|
|
2023
Q4 | $2.36M | Buy |
+17,707
| New | +$2.36M | 0.25% | 82 |
|
|
2022
Q4 | $1.94M | Buy |
18,597
+56
| +0.3% | +$5.83K | 0.22% | 97 |
|
|
2022
Q3 | $1.5M | Buy |
+18,541
| New | +$1.5M | 0.18% | 105 |
|