Phillips 66 shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in Phillips 66
Tip: Access up to 7 years of quarterly data
All positions including Phillips 66 held by Heck Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Phillips 66 by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $833k | 6.1k | 136.02 |
| 2025-06-30 | $722k | 6.0k | 119.30 |
| 2024-12-31 | $748k | 6.6k | 113.93 |
| 2024-09-30 | $792k | 6.0k | 131.45 |
| 2024-06-30 | $850k | 6.0k | 141.17 |
| 2024-03-31 | $984k | 6.0k | 163.34 |
| 2023-12-31 | $802k | 6.0k | 133.14 |
| 2023-09-30 | $723k | 6.0k | 120.15 |
| 2023-06-30 | $574k | 6.0k | 95.38 |
| 2023-03-31 | $610k | 6.0k | 101.38 |
| 2022-12-31 | $627k | 6.0k | 104.08 |
| 2022-09-30 | $486k | 6.0k | 80.72 |
| 2022-06-30 | $494k | 6.0k | 81.99 |
| 2022-03-31 | $520k | 6.0k | 86.39 |
| 2021-12-31 | $436k | 6.0k | 72.46 |
| 2021-09-30 | $422k | 6.0k | 70.03 |
| 2021-06-30 | $517k | 6.0k | 85.82 |
| 2021-03-31 | $491k | 6.0k | 81.54 |
| 2020-12-31 | $421k | 6.0k | 69.94 |
| 2020-09-30 | $312k | 6.0k | 51.84 |
| 2020-06-30 | $433k | 6.0k | 71.90 |
| 2020-03-31 | $323k | 6.0k | 53.65 |
| 2019-12-31 | $671k | 6.0k | 111.41 |
| 2019-09-30 | $617k | 6.0k | 102.40 |
| 2019-06-30 | $563k | 6.0k | 93.54 |
| 2019-03-31 | $573k | 6.0k | 95.17 |
| 2018-12-31 | $519k | 6.0k | 86.15 |
| 2018-09-30 | $679k | 6.0k | 112.72 |
| 2018-06-30 | $676k | 6.0k | 112.31 |