IWA
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Icon Wealth Advisors’s Phillips 66 PSX Stock Holding History

Icon Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Buy
11,117
+731
+7% +$126K 0.11% 126
2026
Q1 		$1.8M Buy
10,386
+1,598
+18% +$250K 0.12% 115
2025
Q4 		$1.14M Sell
8,788
-28
-0.3% -$3.77K 0.08% 163
2025
Q3 		$1.2M Sell
8,816
-3,643
-29% -$467K 0.08% 162
2025
Q2 		$1.49M Sell
12,459
-7,367
-37% -$825K 0.11% 143
2025
Q1 		$2.45M Sell
19,826
-1,415
-7% -$174K 0.2% 88
2024
Q4 		$2.42M Buy
21,241
+1,557
+8% +$198K 0.2% 85
2024
Q3 		$2.59M Buy
19,684
+654
+3% +$88.3K 0.22% 82
2024
Q2 		$2.77M Buy
19,030
+639
+3% +$94.6K 0.25% 72
2024
Q1 		$3M Buy
18,391
+684
+4% +$98.6K 0.28% 67
2023
Q4 		$2.36M Buy
+17,707
New +$2.12M 0.25% 82
2022
Q4 		$1.94M Buy
18,597
+56
+0.3% +$5.73K 0.22% 97
2022
Q3 		$1.5M Buy
+18,541
New +$1.58M 0.18% 105

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Advisors's PSX Position: Q2 2026 in Review

Icon Wealth Advisors increased its Phillips 66 (PSX) stake by 7% in Q2 2026, buying an estimated $126K and bringing the position to 11,117 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #126.

Icon Wealth Advisors first reported a position in PSX in Q3 2022 and has held it in 13 quarters since. The position peaked at $3M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Icon Wealth Advisors held 11,117 shares of Phillips 66 worth $1.88M as of Q2 2026.
  • Icon Wealth Advisors bought 731 Phillips 66 shares in Q2 2026, an estimated $126K.
  • Phillips 66 made up 0.11% of Icon Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Icon Wealth Advisors first reported a position in Phillips 66 in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Phillips 66 position peaked at $3M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.