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Phillips 66 shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Phillips 66

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

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Quarterly reported holdings in Phillips 66 by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 7.5k 138.40

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Top funds holding Phillips 66

Vanguard Group
BlackRock
State Street Corporation
Wells Fargo & Company
Wellington Management Company
Geode Capital Management
Harris Associates L.P
Bank of New York Mellon
Barclays
Morgan Stanley
FMR
Robeco Investment Management
Bank of America Corporation
Invesco
Northern Trust

View all funds holding Phillips 66