Phillips 66 shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $644k | 5.0k | 129.05 |
| 2025-09-30 | $632k | 4.6k | 136.02 |
| 2025-06-30 | $405k | 3.4k | 119.30 |
| 2025-03-31 | $525k | 4.3k | 123.48 |
| 2024-12-31 | $413k | 3.6k | 113.93 |
| 2024-09-30 | $462k | 3.5k | 131.45 |
| 2024-06-30 | $450k | 3.2k | 141.17 |
| 2024-03-31 | $534k | 3.3k | 163.34 |
| 2023-12-31 | $413k | 3.1k | 133.14 |
| 2023-09-30 | $336k | 2.8k | 120.15 |
| 2023-06-30 | $244k | 2.6k | 95.38 |
| 2023-03-31 | $243k | 2.4k | 101.38 |
| 2022-12-31 | $204k | 2.0k | 104.08 |
| 2022-06-30 | $219k | 2.7k | 81.84 |