Ethos Financial Group’s Phillips 66 PSX Stock Holding History

Ethos 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	$577K	Hold	3,084	–	–	0.04%	327
2026 Q1	$477K	Buy	3,084 +1,484	+93%	+$233K	0.03%	317
2025 Q4	$206K	Sell	1,600 -1,484	-48%	-$200K	0.02%	470
2025 Q3	$419K	Buy	+3,084	New	+$395K	0.03%	298
2025 Q2	–	Sell	-11,334	Closed	-$1.35M	–	512
2025 Q1	$1.35M	Buy	11,334 +8,880	+362%	+$1.09M	0.13%	136
2024 Q4	$280K	Sell	2,454 -35	-1%	-$4.45K	0.04%	233
2024 Q3	$327K	Buy	2,489 +45	+2%	+$6.08K	0.05%	185
2024 Q2	$345K	Buy	2,444 +35	+1%	+$5.18K	0.06%	178
2024 Q1	$393K	Hold	2,409	–	–	0.07%	175
2023 Q4	$321K	Buy	2,409 +24	+1%	+$2.87K	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	+$223K	0.08%	127

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ethos Financial Group held its Phillips 66 (PSX) position steady in Q2 2026 at 3,084 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #327.

Ethos Financial Group first reported a position in PSX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Ethos Financial Group held 3,084 shares of Phillips 66 worth $577K as of Q2 2026.
Ethos Financial Group left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #327 holding.
Ethos Financial Group first reported a position in Phillips 66 in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's Phillips 66 position peaked at $1.35M in Q1 2025.
2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.