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

Heritage Wealth Management (Ohio)’s Portfolio PSX Stock Details PSX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$847K	Sell
2025 Q3	$913K	Hold
2025 Q2	$801K	Sell
2025 Q1	$909K	Sell
2024 Q4	$849K	Sell
2024 Q3	$984K	Hold
2024 Q2	$1.04M	Buy