Heritage Wealth Management, Inc. Phillips 66 Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Phillips 66 stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 6,711 shares of PSX stock, worth $892,630. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,711
Previous 7,360
8.82%
Holding current value
$892,630
Previous $909 Million
11.9%
% of portfolio
0.26%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding PSX
# of Institutions
2,043Shares Held
309MCall Options Held
3.58MPut Options Held
3.44M-
Vanguard Group Inc Valley Forge, PA46.4MShares$6.17 Billion0.09% of portfolio
-
Black Rock Inc. New York, NY30.8MShares$4.1 Billion0.1% of portfolio
-
State Street Corp Boston, MA24.3MShares$3.23 Billion0.11% of portfolio
-
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl19.3MShares$2.56 Billion13.24% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$2.08 Billion0.4% of portfolio
About Phillips 66
- Ticker PSX
- Exchange NYSE
- Sector Energy
- Industry Oil & Gas Refining & Marketing
- Shares Outstandng 481,051,008
- Market Cap $64B
- 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 ...