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
2026 Q2	$1.02M	Buy	+6,020	New	+$1.04M	0.25%	99
2026 Q1	–	Sell	-6,561	Closed	-$847K	–	226
2025 Q4	$847K	Sell	6,561 -150	-2%	-$20.2K	0.24%	105
2025 Q3	$913K	Hold	6,711	–	–	0.27%	94
2025 Q2	$801K	Sell	6,711 -649	-9%	-$72.7K	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%	-$3.82K	0.28%	91
2024 Q3	$984K	Hold	7,483	–	–	0.32%	80
2024 Q2	$1.04M	Buy	+7,483	New	+$1.11M	0.35%	76

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PSX Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Phillips 66 (PSX) in Q2 2026: 6,020 shares worth $1.02M. The stake represents 0.25% of the portfolio and ranks #99 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PSX as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PSX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2024. 2,095 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Heritage Wealth Management (Ohio) held 6,020 shares of Phillips 66 worth $1.02M as of Q2 2026.
Phillips 66 was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Phillips 66 made up 0.25% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #99 holding.
Heritage Wealth Management (Ohio) first reported a position in Phillips 66 in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Phillips 66 position peaked at $1.04M in Q2 2024.
2,095 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.