Ethos Financial Group’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $393K | Hold |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $227K | Buy |
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