EVERMAY WEALTH MANAGEMENT LLC

Position in PSX — Phillips 66

CIK 1066816 ARLINGTON, VA

Position in PSX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$113,263

+$22,173 QoQ

Shares Held

670

+34.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,799

of 2,093 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $371,964 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	850	$221,374
2	PSX	Phillips 66 This page	670	$113,263
3	MPC	Marathon Petroleum Corp	146	$37,327

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$113,263	670	+34.0%	Shares	Sole	2026-07-27
2026-03-31	$91,090	500	0.0%	Shares	Sole	2026-05-12
2025-12-31	$64,520	500	0.0%	Shares	Sole	2026-01-22
2025-09-30	$68,010	500	0.0%	Shares	Sole	2025-11-05
2025-06-30	$59,650	500	0.0%	Shares	Sole	2025-07-30
2025-03-31	$61,740	500	0.0%	Shares	Sole	2025-05-07
2024-12-31	$56,965	500	-41.2%	Shares	Sole	2025-01-24
2024-09-30	$111,732	850	0.0%	Shares	Sole	2024-10-25
2024-06-30	$119,994	850	-5.6%	Shares	Sole	2024-08-01
2024-03-31	$147,006	900	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$120,358	904	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$108,135	900	0.0%	Shares	Sole	2023-11-14
2023-06-30	$85,842	900	0.0%	Shares	Sole	2023-08-10
2023-03-31	$91,242	900	0.0%	Shares	Sole	2023-05-15
2022-12-31	$93,672	900	0.0%	Shares	Sole	2023-01-19
2022-09-30	$72,648	900	0.0%	Shares	Sole	2022-11-14
2022-06-30	$73,791	900	0.0%	Shares	Sole	2022-08-15
2022-03-31	$77,751	900	0.0%	Shares	Sole	2022-05-16
2021-12-31	$65,214	900	-5.3%	Shares	Sole	2022-02-14
2021-09-30	$66,528	950	0.0%	Shares	Sole	2021-11-12
2021-06-30	$81,529	950	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.