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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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All positions including Phillips 66 held by Heritage Investors Management Corp. consolidated in one spreadsheet with up to 7 years of data

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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
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