Position in PSX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,060,534
-$1,504,042 QoQ
Shares Held
71,343
-4.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#266
of 2,093 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $13,453,077 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (89.6% of the industry book) .
All Filings in PSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,060,534 | 71,343 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $13,564,576 | 74,457 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,076,604 | 78,089 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,863,373 | 79,866 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,831,632 | 82,411 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,191,915 | 82,539 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,385,667 | 82,381 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,739,333 | 81,699 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,640,313 | 82,456 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,580,740 | 83,144 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $11,416,755 | 85,750 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,525,981 | 87,607 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,552,056 | 89,663 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,089,223 | 89,655 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,446,404 | 90,761 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,421,316 | 91,939 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $7,530,535 | 91,847 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,220,181 | 95,152 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,924,639 | 95,565 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,582,399 | 93,994 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $8,101,837 | 94,405 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,854,422 | 96,326 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,802,853 | 97,267 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,044,193 | 78,013 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,691,460 | 79,158 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,224,454 | 78,741 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||