EFG
Ethos Financial Group’s Phillips 66 PSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,334
| Closed | -$1.35M | – | 512 |
|
|
2025
Q1 | $1.35M | Buy |
11,334
+8,880
| +362% | +$1.06M | 0.13% | 136 |
|
|
2024
Q4 | $280K | Sell |
2,454
-35
| -1% | -$3.99K | 0.04% | 233 |
|
|
2024
Q3 | $327K | Buy |
2,489
+45
| +2% | +$5.91K | 0.05% | 185 |
|
|
2024
Q2 | $345K | Buy |
2,444
+35
| +1% | +$4.94K | 0.06% | 178 |
|
|
2024
Q1 | $393K | Hold |
2,409
| – | – | 0.07% | 175 |
|
|
2023
Q4 | $321K | Buy |
2,409
+24
| +1% | +$3.2K | 0.07% | 189 |
|
|
2023
Q3 | $287K | Hold |
2,385
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $242K | Hold |
2,385
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $242K | Buy |
2,385
+206
| +9% | +$20.9K | 0.08% | 143 |
|
|
2022
Q4 | $227K | Buy |
+2,179
| New | +$227K | 0.08% | 127 |
|