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Livermore
Livermore
ZHEN

Phillips Financial Management, LLC

SEC CIK
0001350660
Latest filing
Aug 3, 2026

ATO holding history

Atmos Energy Corp in every 13F filed by Phillips Financial Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATO overviewAll 13F holders of ATOFull Q2 2026 holdings

Shares (Q2 2026)
15,167
Value
$2.61M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of ATO by Phillips Financial Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,167$2.61M0.2%−60.0%ReducedHolders
Q1 202615,173$2.80M0.2%+70.0%AddedHolders
Q4 202515,166$2.54M0.2%00.0%UnchangedHolders
Q3 202515,166$2.59M0.2%+10+0.1%AddedHolders
Q2 202515,156$2.34M0.2%+17+0.1%AddedHolders
Q1 202515,139$2.34M0.2%+32+0.2%AddedHolders
Q4 202415,107$2.10M0.2%−8,983−37.3%ReducedHolders
Q3 202424,090$3.34M0.3%−990−3.9%ReducedHolders
Q2 202425,080$2.93M0.2%+20+0.1%AddedHolders
Q1 202425,060$2.98M0.2%+90.0%AddedHolders
Q4 202325,051$2.90M0.3%−20.0%ReducedHolders
Q3 202325,053$2.65M0.3%+40.0%AddedHolders
Q2 202325,049$2.91M0.3%+70.0%AddedHolders
Q1 202325,042$2.81M0.3%−4,699−15.8%ReducedHolders
Q4 202229,741$3.33M0.3%+100.0%AddedHolders
Q3 202229,731$3.03M0.3%+110.0%AddedHolders
Q2 202229,720$3.33M0.4%+19+0.1%AddedHolders
Q1 202229,701$3.55M0.3%00.0%UnchangedHolders
Q4 202129,701$3.11M0.3%+29,701NewHolders