Skip to content
Disclosery

Everhart Financial Group, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on PSX, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 5,587 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,587 shares
    Change vs previous 13F +174 shares

    0.09% of the 13F portfolio, value $1,426,536.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,413 shares
    Change vs previous 13F +69 shares

    0.06% of the 13F portfolio, value $915,010.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,344 shares
    Change vs previous 13F +355 shares

    0.08% of the 13F portfolio, value $973,487.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,989 shares
    Change vs previous 13F +341 shares

    0.06% of the 13F portfolio, value $643,822.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,648 shares
    Change vs previous 13F +1,253 shares

    0.06% of the 13F portfolio, value $632,220.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,395 shares
    Change vs previous 13F -856 shares

    0.05% of the 13F portfolio, value $405,024.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,251 shares
    Change vs previous 13F +628 shares

    0.07% of the 13F portfolio, value $524,913.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,623 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $412,768.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).