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
2025 Q2	$1.49M	Sell
2025 Q1	$2.45M	Sell
2024 Q4	$2.42M	Buy
2024 Q3	$2.59M	Buy
2024 Q2	$2.77M	Buy
2024 Q1	$3M	Buy
2023 Q4	$2.36M	Buy
2022 Q4	$1.94M	Buy
2022 Q3	$1.5M	Buy