Heritage Wealth Management (Ohio)’s Phillips 66 PSX Stock Holding History

Heritage Wealth Management (Ohio)’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
2025 Q2	$801K	Sell
2025 Q1	$909K	Sell
2024 Q4	$849K	Sell
2024 Q3	$984K	Hold
2024 Q2	$1.04M	Buy