A detailed history of Icon Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 17,306 shares of PSX stock, worth $2.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,306
Previous 19,030 9.06%
Holding current value
$2.11 Million
Previous $2.69 Million 15.34%
% of portfolio
0.07%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$125.0 - $147.17 $297,250 - $349,970
2,378 Added 13.74%
19,684 $2.59 Million
Q3 2024

Nov 12, 2024

SELL
$125.0 - $147.17 $215,500 - $253,721
-1,724 Reduced 9.06%
17,306 $2.27 Million
Q2 2024

Aug 14, 2024

BUY
$135.85 - $172.71 $86,808 - $110,361
639 Added 3.47%
19,030 $2.69 Million
Q1 2024

May 15, 2024

BUY
$127.67 - $163.34 $87,326 - $111,724
684 Added 3.86%
18,391 $3 Million
Q4 2023

Feb 14, 2024

SELL
$109.19 - $135.72 $97,179 - $120,790
-890 Reduced 4.79%
17,707 $2.36 Million
Q4 2022

Feb 14, 2023

BUY
$84.58 - $112.31 $4,736 - $6,289
56 Added 0.3%
18,597 $1.94 Million
Q3 2022

Jan 25, 2023

BUY
$74.16 - $93.57 $1.38 Million - $1.73 Million
18,541 New
18,541 $1.5 Million

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $58.8B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
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