Everhart Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Buy |
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|
2025
Q2 | $405K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $413K | Buy |
|
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|
2024
Q3 | $462K | Buy |
|
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|
2024
Q2 | $449K | Sell |
|
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|
2024
Q1 | $534K | Buy |
|
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Buy |
|