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Ethic Inc’s Phillips 66 PSX Stock Holding History

Ethic Inc’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 		$3M Buy
17,736
+541
+3% +$93.1K 0.04% 404
2026
Q1 		$3.13M Buy
17,195
+381
+2% +$59.7K 0.05% 354
2025
Q4 		$2.17M Buy
16,814
+955
+6% +$129K 0.03% 445
2025
Q3 		$2.16M Buy
15,859
+2,512
+19% +$322K 0.04% 425
2025
Q2 		$1.59M Buy
13,347
+1,603
+14% +$180K 0.03% 489
2025
Q1 		$1.46M Buy
11,744
+2,649
+29% +$326K 0.03% 496
2024
Q4 		$1.04M Buy
9,095
+6,398
+237% +$814K 0.02% 591
2024
Q3 		$440K Sell
2,697
-1,257
-32% -$170K 0.01% 789
2024
Q2 		$558K Buy
3,954
+1,257
+47% +$186K 0.01% 736
2024
Q1 		$440K Buy
2,697
+100
+4% +$14.4K 0.01% 788
2023
Q4 		$346K Buy
2,597
+250
+11% +$29.9K 0.01% 841
2023
Q3 		$282K Buy
2,347
+159
+7% +$17.8K 0.01% 831
2023
Q2 		$209K Sell
2,188
-630
-22% -$61.2K 0.01% 898
2023
Q1 		$286K Sell
2,818
-1,022
-27% -$104K 0.01% 798
2022
Q4 		$400K Buy
3,840
+759
+25% +$77.6K 0.02% 639
2022
Q3 		$249K Buy
+3,081
New +$263K 0.02% 691

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

Ethic Inc's PSX Position: Q2 2026 in Review

Ethic Inc increased its Phillips 66 (PSX) stake by 3.1% in Q2 2026, buying an estimated $93.1K and bringing the position to 17,736 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #404.

Ethic Inc first reported a position in PSX in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.13M in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Ethic Inc held 17,736 shares of Phillips 66 worth $3M as of Q2 2026.
  • Ethic Inc bought 541 Phillips 66 shares in Q2 2026, an estimated $93.1K.
  • Phillips 66 made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #404 holding.
  • Ethic Inc first reported a position in Phillips 66 in Q3 2022 and has held it in 16 quarters since.
  • Ethic Inc's Phillips 66 position peaked at $3.13M in Q1 2026.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.