A detailed history of Heritage Wealth Management, Inc./Texas transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,628 shares of PSX stock, worth $217,093. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,628
Previous 1,628 -0.0%
Holding current value
$217,093
Previous $230 Million 6.89%
% of portfolio
0.12%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

SELL
$109.19 - $135.72 $7,861 - $9,771
-72 Reduced 4.24%
1,628 $217 Million
Q3 2023

Nov 07, 2023

BUY
$95.4 - $124.28 $162,180 - $211,276
1,700 New
1,700 $204 Million

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $64.1B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
Track This Portfolio

Track Heritage Wealth Management, Inc./Texas Portfolio

Follow Heritage Wealth Management, Inc./Texas and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc./Texas, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc./Texas with notifications on news.