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Demars Financial Group’s Phillips 66 PSX Stock Holding History

Demars Financial Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615K Hold
3,635
– – 0.17% 68
2026
Q1 		$662K Hold
3,635
– – 0.22% 57
2025
Q4 		$469K Sell
3,635
-335
-8% -$45.1K 0.16% 65
2025
Q3 		$540K Sell
3,970
-459
-10% -$58.8K 0.19% 53
2025
Q2 		$528K Sell
4,429
-537,278
-99% -$60.2M 0.2% 49
2025
Q1 		$4.39M Buy
541,707
+95,671
+21% +$11.8M 0.13% 50
2024
Q4 		$3.92M Buy
446,036
+441,784
+10,390% +$56.2M 0.13% 49
2024
Q3 		$559K Sell
4,252
-82
-2% -$11.1K 0.25% 43
2024
Q2 		$612K Sell
4,334
-4,058
-48% -$601K 0.29% 34
2024
Q1 		$1.37M Sell
8,392
-418
-5% -$60.2K 0.68% 17
2023
Q4 		$1.17M Sell
8,810
-13,249
-60% -$1.58M 0.63% 17
2023
Q3 		$2.65M Sell
22,059
-2,379
-10% -$267K 1.52% 23
2023
Q2 		$2.33M Sell
24,438
-955
-4% -$92.8K 1.29% 22
2023
Q1 		$2.57M Sell
25,393
-721
-3% -$73.3K 1.42% 22
2022
Q4 		$2.72M Sell
26,114
-4,823
-16% -$493K 1.5% 23
2022
Q3 		$2.5M Sell
30,937
-2,539
-8% -$216K 1.48% 23
2022
Q2 		$2.75M Buy
33,476
+4,058
+14% +$375K 1.56% 24
2022
Q1 		$2.54M Sell
29,418
-1,802
-6% -$152K 1.28% 26
2021
Q4 		$2.26M Buy
31,220
+24,716
+380% +$1.87M 1.2% 28
2021
Q3 		$455K Buy
+6,504
New +$471K 0.27% 60

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Demars Financial Group's PSX Position: Q2 2026 in Review

Demars Financial Group held its Phillips 66 (PSX) position steady in Q2 2026 at 3,635 shares worth $615K. The position accounts for 0.17% of the portfolio, ranked #68.

Demars Financial Group first reported a position in PSX in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.39M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Demars Financial Group held 3,635 shares of Phillips 66 worth $615K as of Q2 2026.
  • Demars Financial Group left its Phillips 66 share count unchanged in Q2 2026.
  • Phillips 66 made up 0.17% of Demars Financial Group's portfolio in Q2 2026, its #68 holding.
  • Demars Financial Group first reported a position in Phillips 66 in Q3 2021 and has held it in 20 quarters since.
  • Demars Financial Group's Phillips 66 position peaked at $4.39M in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.