A detailed history of Intercontinental Wealth Advisors, LLC transactions in Phillips 66 stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,352 shares of PSX stock, worth $1.02 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,352
Previous 7,425 0.98%
Holding current value
$1.02 Million
Previous $752,000 6.78%
% of portfolio
0.17%
Previous 0.19%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

SELL
$90.81 - $106.46 $6,629 - $7,771
-73 Reduced 0.98%
7,352 $701,000
Q1 2023

May 03, 2023

SELL
$93.54 - $111.49 $2,806 - $3,344
-30 Reduced 0.4%
7,425 $752,000
Q4 2022

Feb 13, 2023

BUY
$84.58 - $112.31 $3,044 - $4,043
36 Added 0.49%
7,455 $775,000
Q3 2022

Nov 10, 2022

SELL
$74.16 - $93.57 $1,260 - $1,590
-17 Reduced 0.23%
7,419 $599,000
Q2 2022

Aug 05, 2022

BUY
$81.02 - $110.25 $30,787 - $41,895
380 Added 5.39%
7,436 $610,000
Q1 2022

May 09, 2022

SELL
$75.34 - $93.2 $128,228 - $158,626
-1,702 Reduced 19.43%
7,056 $610,000
Q4 2021

Feb 08, 2022

BUY
$68.67 - $83.73 $12,085 - $14,736
176 Added 2.05%
8,758 $635,000
Q3 2021

Nov 12, 2021

BUY
$64.27 - $87.9 $134,774 - $184,326
2,097 Added 32.34%
8,582 $601,000
Q2 2021

Aug 06, 2021

BUY
$74.95 - $92.56 $64,906 - $80,156
866 Added 15.41%
6,485 $557,000
Q1 2021

May 14, 2021

BUY
$67.38 - $88.66 $1,819 - $2,393
27 Added 0.48%
5,619 $458,000
Q4 2020

Feb 19, 2021

BUY
$44.22 - $70.86 $48,067 - $77,024
1,087 Added 24.13%
5,592 $391,000
Q3 2020

Mar 10, 2021

BUY
$51.84 - $69.11 $24,416 - $32,550
471 Added 11.68%
4,505 $234,000
Q3 2020

Jan 19, 2021

BUY
$51.84 - $69.11 $17,677 - $23,566
341 Added 9.23%
4,034 $413,000
Q2 2020

Mar 10, 2021

BUY
$49.51 - $89.73 $23,418 - $42,442
473 Added 14.69%
3,693 $266,000
Q2 2020

Jan 19, 2021

SELL
$49.51 - $89.73 $148 - $269
-3 Reduced 0.09%
3,220 $301,000
Q1 2020

Jan 19, 2021

BUY
$42.09 - $112.2 $24,496 - $65,300
582 Added 22.04%
3,223 $307,000
Q4 2019

Feb 07, 2020

SELL
$98.24 - $119.7 $136,848 - $166,742
-1,393 Reduced 34.53%
2,641 $245,000
Q3 2019

Oct 09, 2019

BUY
$94.06 - $105.06 $76,564 - $85,518
814 Added 25.28%
4,034 $413,000
Q2 2019

Aug 02, 2019

SELL
$80.8 - $98.61 $242 - $295
-3 Reduced 0.09%
3,220 $301,000
Q1 2019

May 08, 2019

BUY
$86.9 - $98.89 $94,025 - $106,998
1,082 Added 50.54%
3,223 $307,000
Q4 2018

Jan 31, 2019

SELL
$78.5 - $118.47 $10,440 - $15,756
-133 Reduced 5.85%
2,141 $184,000
Q3 2018

Oct 17, 2018

SELL
$109.36 - $123.34 $328 - $370
-3 Reduced 0.13%
2,274 $256,000
Q2 2018

Jul 30, 2018

SELL
$94.95 - $121.87 $10,159 - $13,040
-107 Reduced 4.49%
2,277 $256,000
Q1 2018

May 02, 2018

BUY
$89.58 - $106.9 $16,213 - $19,348
181 Added 8.22%
2,384 $229,000
Q4 2017

Feb 20, 2018

BUY
$90.24 - $102.06 $198,798 - $224,838
2,203 New
2,203 $223,000
Q2 2017

Aug 09, 2017

SELL
N/A
-3,004 Closed
0 $0
Q1 2017

Mar 09, 2018

SELL
N/A
-848 Reduced 22.01%
3,004 $238,000
Q4 2016

Mar 09, 2018

BUY
N/A
733 Added 23.5%
3,852 $333,000
Q3 2016

Mar 12, 2018

SELL
N/A
-18 Reduced 0.57%
3,119 $251,000
Q2 2016

Mar 09, 2018

SELL
N/A
-16 Reduced 0.51%
3,137 $249,000
Q1 2016

Mar 09, 2018

SELL
N/A
-108 Reduced 3.31%
3,153 $273,000
Q4 2015

Mar 09, 2018

BUY
N/A
3,261
3,261 $267,000

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 $66.6B
  • 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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