Position in PSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,017,681
+$171,050 QoQ
Shares Held
6,020
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#877
of 2,093 holders
Holding Since
Jun 2024
8 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 Management, Inc. holds $7,329,126 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (13.9% of the industry book) .
All Filings in PSX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,681 | 6,020 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $846,631 | 6,561 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $912,830 | 6,711 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $800,622 | 6,711 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $908,812 | 7,360 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $849,120 | 7,453 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $983,640 | 7,483 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,056,375 | 7,483 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||