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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Quarterly reported holdings in Phillips 66 by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $913k | 6.7k | 136.02 |
| 2025-06-30 | $801k | 6.7k | 119.30 |
| 2025-03-31 | $909k | 7.4k | 123.48 |
| 2024-12-31 | $849k | 7.5k | 113.93 |
| 2024-09-30 | $984k | 7.5k | 131.45 |
| 2024-06-30 | $1.0M | 7.5k | 138.40 |
More positions owned by Heritage Wealth Management
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