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Everhart Financial Group’s Phillips 66 PSX Stock Holding History

Everhart Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$915K Buy
5,413
+69
+1% +$11.9K 0.06% 189
2026
Q1 		$973K Buy
5,344
+355
+7% +$55.6K 0.08% 178
2025
Q4 		$644K Buy
4,989
+341
+7% +$45.9K 0.06% 227
2025
Q3 		$632K Buy
4,648
+1,253
+37% +$161K 0.06% 218
2025
Q2 		$405K Sell
3,395
-856
-20% -$95.9K 0.05% 254
2025
Q1 		$525K Buy
4,251
+628
+17% +$77.4K 0.07% 197
2024
Q4 		$413K Buy
3,623
+111
+3% +$14.1K 0.09% 215
2024
Q3 		$462K Buy
3,512
+328
+10% +$44.3K 0.1% 204
2024
Q2 		$449K Sell
3,184
-86
-3% -$12.7K 0.12% 174
2024
Q1 		$534K Buy
3,270
+171
+6% +$24.6K 0.16% 139
2023
Q4 		$413K Buy
3,099
+307
+11% +$36.7K 0.15% 138
2023
Q3 		$335K Buy
2,792
+234
+9% +$26.3K 0.14% 141
2023
Q2 		$244K Buy
2,558
+162
+7% +$15.7K 0.1% 179
2023
Q1 		$243K Buy
2,396
+438
+22% +$44.5K 0.11% 164
2022
Q4 		$204K Buy
+1,958
New +$200K 0.1% 171
2022
Q3 		– Sell
-2,676
Closed -$219K – 215
2022
Q2 		$219K Buy
+2,676
New +$248K 0.13% 162

Other funds holding PSX

ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Everhart Financial Group's PSX Position: Q2 2026 in Review

Everhart Financial Group increased its Phillips 66 (PSX) stake by 1.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 5,413 shares worth $915K. The position accounts for 0.06% of the portfolio, ranked #189.

Everhart Financial Group first reported a position in PSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $973K in Q1 2026. 355 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Everhart Financial Group held 5,413 shares of Phillips 66 worth $915K as of Q2 2026.
  • Everhart Financial Group bought 69 Phillips 66 shares in Q2 2026, an estimated $11.9K.
  • Phillips 66 made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #189 holding.
  • Everhart Financial Group first reported a position in Phillips 66 in Q2 2022 and has held it in 16 quarters since.
  • Everhart Financial Group's Phillips 66 position peaked at $973K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.