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Heritage Wealth Advisors’s Phillips 66 PSX Stock Holding History

Heritage Wealth Advisors’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Hold
131
– – ﹤0.01% 429
2026
Q1 		$23.9K Hold
131
– – ﹤0.01% 415
2025
Q4 		$16.9K Buy
+131
New +$17.6K ﹤0.01% 423
2025
Q2 		– Sell
-182
Closed -$22.5K – 585
2025
Q1 		$22.5K Sell
182
-74
-29% -$9.12K ﹤0.01% 356
2024
Q4 		$29.2K Sell
256
-168
-40% -$21.4K ﹤0.01% 359
2024
Q3 		$55.7K Buy
424
+408
+2,550% +$55.1K ﹤0.01% 318
2024
Q2 		$2.26K Hold
16
– – ﹤0.01% 474
2024
Q1 		$2.61K Hold
16
– – ﹤0.01% 493
2023
Q4 		$2.13K Sell
16
-163
-91% -$19.5K ﹤0.01% 502
2023
Q3 		$21.5K Hold
179
– – ﹤0.01% 372
2023
Q2 		$17.1K Hold
179
– – ﹤0.01% 407
2023
Q1 		$18.2K Sell
179
-465
-72% -$47.3K ﹤0.01% 408
2022
Q4 		$67.1K Hold
644
– – ﹤0.01% 288
2022
Q3 		$52K Sell
644
-34
-5% -$2.9K ﹤0.01% 294
2022
Q2 		$56K Hold
678
– – ﹤0.01% 317
2022
Q1 		$59K Buy
678
+50
+8% +$4.21K ﹤0.01% 300
2021
Q4 		$46K Sell
628
-189
-23% -$14.3K ﹤0.01% 336
2021
Q3 		$57.2K Hold
817
– – ﹤0.01% 309
2021
Q2 		$70.2K Sell
817
-250
-23% -$21.1K ﹤0.01% 292
2021
Q1 		$87K Hold
1,067
– – 0.01% 275
2020
Q4 		$75K Buy
1,067
+705
+195% +$41.4K ﹤0.01% 287
2020
Q3 		$18.7K Buy
362
+199
+122% +$12.1K ﹤0.01% 356
2020
Q2 		$11.7K Sell
163
-101
-38% -$7.15K ﹤0.01% 371
2020
Q1 		$14.2K Sell
264
-274
-51% -$22.3K ﹤0.01% 351
2019
Q4 		$60K Buy
538
+36
+7% +$4.04K 0.01% 286
2019
Q3 		$51K Buy
502
+101
+25% +$10.1K 0.01% 274
2019
Q2 		$37.5K Buy
401
+163
+68% +$14.6K 0.01% 288
2019
Q1 		$22.6K Buy
238
+107
+82% +$10.2K ﹤0.01% 297
2018
Q4 		$11K Hold
131
– – ﹤0.01% 307
2018
Q3 		$14K Buy
+131
New +$15.1K ﹤0.01% 284

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Advisors's PSX Position: Q2 2026 in Review

Heritage Wealth Advisors held its Phillips 66 (PSX) position steady in Q2 2026 at 131 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Heritage Wealth Advisors first reported a position in PSX in Q3 2018 and has held it in 30 quarters since. The position peaked at $87K in Q1 2021. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Heritage Wealth Advisors held 131 shares of Phillips 66 worth $22.1K as of Q2 2026.
  • Heritage Wealth Advisors left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #429 holding.
  • Heritage Wealth Advisors first reported a position in Phillips 66 in Q3 2018 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's Phillips 66 position peaked at $87K in Q1 2021.
  • 2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.