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Everett Harris & Co

SEC CIK
0001009254
Latest filing
Aug 3, 2026

PSX holding history

Phillips 66 in every 13F filed by Everett Harris & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
13,632
Value
$2.30M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Everett Harris & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,632$2.30M<0.1%+192+1.4%AddedHolders
Q1 202613,440$2.45M<0.1%−180−1.3%ReducedHolders
Q4 202513,620$1.76M<0.1%00.0%UnchangedHolders
Q3 202513,620$1.85M<0.1%−872−6.0%ReducedHolders
Q2 202514,492$1.73M<0.1%−100−0.7%ReducedHolders
Q1 202514,592$1.80M<0.1%−2,050−12.3%ReducedHolders
Q4 202416,642$1.90M<0.1%+464+2.9%AddedHolders
Q3 202416,178$2.13M<0.1%−475−2.9%ReducedHolders
Q2 202416,653$2.35M<0.1%+175+1.1%AddedHolders
Q1 202416,478$2.69M<0.1%+78+0.5%AddedHolders
Q4 202316,400$2.18M<0.1%+1,805+12.4%AddedHolders
Q3 202314,595$1.75M<0.1%−376−2.5%ReducedHolders
Q2 202314,971$1.43M<0.1%−150−1.0%ReducedHolders
Q1 202315,121$1.53M<0.1%−70−0.5%ReducedHolders
Q4 202215,191$1.58M<0.1%−30−0.2%ReducedHolders
Q3 202215,221$1.23M<0.1%−40−0.3%ReducedHolders
Q2 202215,261$1.25M<0.1%−1,087−6.6%ReducedHolders
Q1 202216,348$1.41M<0.1%+90+0.6%AddedHolders
Q4 202116,258$1.18M<0.1%−84−0.5%ReducedHolders
Q3 202116,342$1.14M<0.1%−250−1.5%ReducedHolders
Q2 202116,592$1.42M<0.1%−678−3.9%ReducedHolders
Q1 202117,270$1.41M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.