Position in PSX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,879,328
-$12,793 QoQ
Shares Held
11,117
+7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#675
of 2,101 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,879,328 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
11,117 | $1,879,328 |
All Filings in PSX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879,328 | 11,117 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,892,121 | 10,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,134,003 | 8,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,199,152 | 8,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,486,358 | 12,459 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,448,114 | 19,826 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,419,987 | 21,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,587,461 | 19,684 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,686,465 | 19,030 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,003,985 | 18,391 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,357,509 | 17,707 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,935,575 | 18,597 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,496,629 | 18,541 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||