Phillips 66 shares owned by Heron Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $651k | 6.8k | 95.38 |
| 2023-03-31 | $677k | 6.7k | 101.38 |
| 2022-12-31 | $771k | 7.5k | 103.02 |
| 2022-09-30 | $627k | 7.8k | 80.72 |
| 2022-06-30 | $635k | 7.7k | 82.01 |
| 2022-03-31 | $678k | 7.9k | 86.34 |
| 2021-12-31 | $706k | 8.1k | 87.67 |
| 2021-09-30 | $622k | 8.9k | 70.08 |
| 2021-06-30 | $756k | 8.8k | 85.84 |
| 2021-03-31 | $705k | 8.5k | 83.12 |
| 2020-12-31 | $628k | 8.7k | 71.88 |
| 2020-09-30 | $587k | 11k | 52.59 |
| 2020-06-30 | $622k | 10k | 61.05 |
| 2020-03-31 | $628k | 10k | 61.09 |
| 2019-12-31 | $952k | 11k | 90.31 |