HWMO
Heritage Wealth Management (Ohio)’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Sell |
6,711
-649
| -9% | -$77.4K | 0.26% | 98 |
|
|
2025
Q1 | $909K | Sell |
7,360
-93
| -1% | -$11.5K | 0.31% | 83 |
|
|
2024
Q4 | $849K | Sell |
7,453
-30
| -0.4% | -$3.42K | 0.28% | 91 |
|
|
2024
Q3 | $984K | Hold |
7,483
| – | – | 0.32% | 80 |
|
|
2024
Q2 | $1.04M | Buy |
+7,483
| New | +$1.04M | 0.35% | 76 |
|