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Disclosery

Heritage Trust Co: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on PSX, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 40,526 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,526 shares
    Change vs previous 13F -248 shares

    0.59% of the 13F portfolio, value $6,850,945.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,774 shares
    Change vs previous 13F -247 shares

    0.75% of the 13F portfolio, value $7,428,224.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,021 shares
    Change vs previous 13F -495 shares

    0.54% of the 13F portfolio, value $5,293,351.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,516 shares
    Change vs previous 13F +100 shares

    0.6% of the 13F portfolio, value $5,647,006.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,416 shares
    Change vs previous 13F +1,509 shares

    0.57% of the 13F portfolio, value $4,940,970.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,907 shares
    Change vs previous 13F +2,207 shares

    0.6% of the 13F portfolio, value $4,927,722.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,700 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,295,160.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).