Heritage Wealth Management, Inc./Texas »

Phillips 66 shares owned by Heritage Wealth Management, Inc./Texas

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

Historical chart of Heritage Wealth Management, Inc./Texas investment in Phillips 66

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Phillips 66 by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 1.6k 131.45
2024-06-30 $230k 1.6k 141.17
2024-03-31 $266k 1.6k 163.34
2023-12-31 $217k 1.6k 133.14
2023-09-30 $204k 1.7k 120.12

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Targa Res Corp (TRGP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

Top funds holding Phillips 66

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Wells Fargo & Company
Harris Associates L.P
Bank of New York Mellon
Geode Capital Management
Barclays
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
Dimensional Fund Advisors
Jpmorgan Chase & Co

View all funds holding Phillips 66