Ethos Financial Group, LLC

Position in PSX — Phillips 66

CIK 1954242 KING OF PRUSSIA, PA

Position in PSX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$521,350

-$40,493 QoQ

Shares Held

3,084

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,162

of 2,096 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Ethos Financial Group, LLC holds $1,926,809 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	3,084	$521,350
2	VLO	Valero Energy Corp/Tx	1,778	$463,062
3	MPC	Marathon Petroleum Corp	1,457	$372,511
4	DINO	HF Sinclair Corp	4,168	$290,301
5	SUN	Sunoco LP	4,142	$279,585

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,350	3,084	0.0%	Shares	Sole	2026-08-07
2026-03-31	$561,843	3,084	+92.8%	Shares	Sole	2026-05-05
2025-12-31	$206,464	1,600	-48.1%	Shares	Sole	2026-01-20
2025-09-30	$419,485	3,084	-72.8%	Shares	Sole	2025-10-23
2025-03-31	$1,399,522	11,334	+361.9%	Shares	Sole	2025-05-13
2024-12-31	$279,584	2,454	-1.4%	Shares	Sole	2025-02-06
2024-09-30	$327,179	2,489	+1.8%	Shares	Sole	2024-11-07
2024-06-30	$345,019	2,444	+1.5%	Shares	Sole	2024-08-12
2024-03-31	$393,486	2,409	0.0%	Shares	Sole	2024-05-08
2023-12-31	$320,734	2,409	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$286,557	2,385	0.0%	Shares	Sole	2023-11-13
2023-06-30	$227,481	2,385	0.0%	Shares	Sole	2023-07-19
2023-03-31	$241,791	2,385	+9.5%	Shares	Sole	2023-04-20
2022-12-31	$226,790	2,179	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.