Phillips 66 shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 42k | 136.02 |
| 2025-06-30 | $4.9M | 41k | 119.30 |
| 2025-03-31 | $4.9M | 40k | 123.48 |
| 2024-12-31 | $4.3M | 38k | 113.93 |
| 2024-06-30 | $4.3M | 31k | 141.17 |
| 2024-03-31 | $5.0M | 30k | 163.34 |
| 2023-12-31 | $4.1M | 31k | 133.14 |
| 2023-09-30 | $3.7M | 31k | 120.15 |
| 2023-06-30 | $3.1M | 32k | 95.38 |
| 2023-03-31 | $3.3M | 32k | 101.38 |
| 2022-12-31 | $3.4M | 33k | 104.08 |
| 2022-09-30 | $2.7M | 33k | 80.86 |
| 2022-06-30 | $2.8M | 34k | 81.97 |
| 2022-03-31 | $3.0M | 35k | 86.41 |
| 2021-12-31 | $2.4M | 33k | 72.52 |
| 2021-09-30 | $2.5M | 35k | 70.15 |
| 2021-06-30 | $3.1M | 36k | 85.73 |
| 2021-03-31 | $3.1M | 38k | 81.43 |
| 2020-12-31 | $2.6M | 38k | 70.01 |
| 2020-09-30 | $2.0M | 39k | 51.68 |
| 2020-06-30 | $2.8M | 39k | 71.70 |
| 2020-03-31 | $2.1M | 40k | 53.57 |
| 2019-12-31 | $4.5M | 41k | 111.47 |
| 2019-09-30 | $4.2M | 41k | 102.41 |
| 2019-06-30 | $3.8M | 41k | 93.54 |
| 2019-03-31 | $3.9M | 41k | 95.17 |
| 2018-12-31 | $1.1M | 13k | 86.14 |
| 2018-09-30 | $1.5M | 13k | 112.76 |
| 2018-06-30 | $1.5M | 13k | 112.30 |
| 2018-03-31 | $1.3M | 13k | 95.91 |
| 2017-12-31 | $1.4M | 14k | 101.14 |
| 2017-09-30 | $1.3M | 14k | 91.65 |
| 2017-06-30 | $1.2M | 14k | 82.63 |
| 2017-03-31 | $1.1M | 14k | 79.27 |