Position in PSX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$915,067
-$58,502 QoQ
Shares Held
5,413
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#916
of 2,093 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Everhart Financial Group, Inc. holds $3,227,774 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (28.3% of the industry book) .
All Filings in PSX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,067 | 5,413 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $973,569 | 5,344 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $643,780 | 4,989 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $632,220 | 4,648 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $405,023 | 3,395 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $524,913 | 4,251 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $412,768 | 3,623 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $461,652 | 3,512 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $449,485 | 3,184 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $534,121 | 3,270 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $412,600 | 3,099 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $335,458 | 2,792 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $243,982 | 2,558 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $242,906 | 2,396 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $203,788 | 1,958 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $219,405 | 2,676 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||