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Intercontinental Wealth Advisors’s Phillips 66 PSX Stock Holding History

Intercontinental 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
2023
Q2 		$701K Sell
7,352
-73
-1% -$7.1K 0.17% 140
2023
Q1 		$753K Sell
7,425
-30
-0.4% -$3.05K 0.19% 124
2022
Q4 		$776K Buy
7,455
+36
+0.5% +$3.68K 0.23% 103
2022
Q3 		$599K Sell
7,419
-17
-0.2% -$1.45K 0.19% 120
2022
Q2 		$610K Buy
7,436
+380
+5% +$35.2K 0.17% 132
2022
Q1 		$610K Sell
7,056
-1,702
-19% -$143K 0.14% 157
2021
Q4 		$635K Buy
8,758
+176
+2% +$13.3K 0.13% 155
2021
Q3 		$601K Buy
8,582
+2,097
+32% +$152K 0.14% 146
2021
Q2 		$557K Buy
6,485
+866
+15% +$73.1K 0.11% 165
2021
Q1 		$458K Buy
5,619
+27
+0.5% +$2.12K 0.1% 169
2020
Q4 		$391K Buy
5,592
+1,087
+24% +$63.8K 0.09% 170
2020
Q3 		$234K Buy
4,505
+812
+22% +$49.6K 0.07% 174
2020
Q2 		$266K Buy
+3,693
New +$261K 0.09% 155
2020
Q1 		– Sell
-2,641
Closed -$245K – 270
2019
Q4 		$245K Sell
2,641
-1,393
-35% -$156K 0.2% 85
2019
Q3 		$413K Buy
4,034
+814
+25% +$81.6K 0.25% 66
2019
Q2 		$301K Sell
3,220
-3
-0.1% -$269 0.16% 98
2019
Q1 		$307K Buy
3,223
+1,082
+51% +$103K 0.15% 100
2018
Q4 		$184K Sell
2,141
-133
-6% -$13K 0.1% 127
2018
Q3 		$256K Sell
2,274
-3
-0.1% -$347 0.13% 112
2018
Q2 		$256K Sell
2,277
-107
-4% -$12K 0.14% 108
2018
Q1 		$229K Buy
2,384
+181
+8% +$17.6K 0.13% 116
2017
Q4 		$223K Buy
+2,203
New +$209K 0.13% 132
2017
Q2 		– Sell
-3,004
Closed -$238K – 133
2017
Q1 		$238K Sell
3,004
-848
-22% -$68.3K 0.14% 120
2016
Q4 		$333K Buy
3,852
+733
+24% +$60.9K 0.21% 95
2016
Q3 		$251K Sell
3,119
-18
-0.6% -$1.4K 0.18% 103
2016
Q2 		$249K Sell
3,137
-16
-0.5% -$1.31K 0.18% 106
2016
Q1 		$273K Sell
3,153
-108
-3% -$8.78K 0.21% 99
2015
Q4 		$267K Buy
+3,261
New +$281K 0.18% 102

Other funds holding PSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intercontinental Wealth Advisors's PSX Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Phillips 66 (PSX) stake by 0.98% in Q2 2023, selling an estimated $7.1K and leaving 7,352 shares worth $701K. The position accounts for 0.17% of the portfolio, ranked #140.

Intercontinental Wealth Advisors first reported a position in PSX in Q4 2015 and has held it in 28 quarters since. The position peaked at $776K in Q4 2022. 1,539 funds tracked by Wall St. Rank hold PSX as of Q2 2023.

  • Intercontinental Wealth Advisors held 7,352 shares of Phillips 66 worth $701K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 73 Phillips 66 shares in Q2 2023, an estimated $7.1K.
  • Phillips 66 made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #140 holding.
  • Intercontinental Wealth Advisors first reported a position in Phillips 66 in Q4 2015 and has held it in 28 quarters since.
  • Intercontinental Wealth Advisors's Phillips 66 position peaked at $776K in Q4 2022.
  • 1,539 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.