Phillips 66 shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 82k | 131.45 |
| 2024-06-30 | $12M | 83k | 141.17 |
| 2024-03-31 | $14M | 83k | 163.34 |
| 2023-12-31 | $11M | 86k | 133.14 |
| 2023-09-30 | $11M | 88k | 120.13 |
| 2023-06-30 | $8.6M | 90k | 95.38 |
| 2023-03-31 | $9.1M | 90k | 101.38 |
| 2022-12-31 | $9.4M | 91k | 104.08 |
| 2022-09-30 | $7.4M | 92k | 80.72 |
| 2022-06-30 | $7.5M | 92k | 82.00 |
| 2022-03-31 | $8.2M | 95k | 86.39 |
| 2021-12-31 | $6.9M | 96k | 72.46 |
| 2021-09-30 | $6.6M | 94k | 70.03 |
| 2021-06-30 | $8.1M | 94k | 85.82 |
| 2021-03-31 | $7.9M | 96k | 81.54 |
| 2020-12-31 | $6.8M | 97k | 69.94 |
| 2020-09-30 | $4.0M | 78k | 51.84 |
| 2020-06-30 | $5.7M | 79k | 71.89 |
| 2020-03-31 | $4.2M | 79k | 53.64 |
| 2019-12-31 | $9.1M | 82k | 111.41 |
| 2019-09-30 | $8.4M | 83k | 102.41 |
| 2019-06-30 | $7.8M | 83k | 93.54 |
| 2019-03-31 | $7.9M | 83k | 95.17 |
| 2018-12-31 | $7.2M | 83k | 86.15 |
| 2018-09-30 | $9.4M | 83k | 112.72 |
| 2018-06-30 | $9.6M | 86k | 112.31 |
| 2018-03-31 | $8.6M | 89k | 95.93 |
| 2017-12-31 | $9.3M | 92k | 101.15 |
| 2017-09-30 | $8.5M | 93k | 91.61 |
| 2017-06-30 | $7.8M | 95k | 82.69 |
| 2017-03-31 | $7.5M | 95k | 79.22 |
| 2016-12-31 | $8.2M | 95k | 86.41 |
| 2016-09-30 | $7.8M | 97k | 80.55 |
| 2016-06-30 | $7.8M | 98k | 79.34 |
| 2016-03-31 | $7.7M | 89k | 86.59 |
| 2015-12-31 | $7.3M | 89k | 81.80 |
| 2015-09-30 | $6.9M | 89k | 76.84 |
| 2015-06-30 | $7.2M | 89k | 80.56 |
| 2015-03-31 | $7.0M | 89k | 78.60 |
| 2014-12-31 | $6.3M | 88k | 71.70 |
| 2014-09-30 | $7.0M | 86k | 81.31 |
| 2014-06-30 | $6.9M | 85k | 80.43 |
| 2014-03-31 | $6.5M | 85k | 77.06 |
| 2013-12-31 | $6.6M | 86k | 77.13 |
| 2013-09-30 | $4.9M | 84k | 57.83 |
| 2013-06-30 | $4.5M | 77k | 58.92 |
| 2013-03-31 | $5.4M | 77k | 69.97 |
| 2012-12-31 | $4.1M | 78k | 53.10 |
| 2012-09-30 | $3.8M | 81k | 46.37 |
| 2012-06-30 | $2.5M | 75k | 33.24 |
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