Position in PSX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,145
-$1,720 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,962
of 2,096 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Heritage Wealth Advisors holds $173,678 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (12.8% of the industry book) .
All Filings in PSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,145 | 131 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,865 | 131 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,904 | 131 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $22,473 | 182 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $29,166 | 256 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $55,734 | 424 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,258 | 16 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $2,613 | 16 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $2,130 | 16 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $21,506 | 179 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $17,073 | 179 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $18,147 | 179 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $67,027 | 644 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $51,983 | 644 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $55,589 | 678 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $58,572 | 678 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $45,504 | 628 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $57,214 | 817 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $70,114 | 817 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $87,003 | 1,067 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $74,625 | 1,067 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $18,766 | 362 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,719 | 163 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $14,163 | 264 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||