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Drive Wealth Management’s Phillips 66 PSX Stock Holding History

Drive Wealth Management’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 		$818K Buy
4,836
+830
+21% +$143K 0.15% 123
2026
Q1 		$730K Sell
4,006
-1,308
-25% -$205K 0.15% 123
2025
Q4 		$686K Buy
5,314
+1,389
+35% +$187K 0.13% 133
2025
Q3 		$534K Sell
3,925
-254
-6% -$32.5K 0.11% 154
2025
Q2 		$499K Buy
4,179
+493
+13% +$55.2K 0.11% 161
2025
Q1 		$455K Sell
3,686
-3,471
-48% -$428K 0.11% 151
2024
Q4 		$815K Buy
7,157
+181
+3% +$23K 0.2% 93
2024
Q3 		$917K Buy
6,976
+3,031
+77% +$409K 0.24% 79
2024
Q2 		$557K Buy
3,945
+662
+20% +$98K 0.15% 117
2024
Q1 		$536K Sell
3,283
-208
-6% -$30K 0.15% 119
2023
Q4 		$465K Buy
3,491
+75
+2% +$8.96K 0.15% 126
2023
Q3 		$410K Buy
3,416
+161
+5% +$18.1K 0.15% 126
2023
Q2 		$310K Buy
3,255
+94
+3% +$9.14K 0.12% 170
2023
Q1 		$320K Buy
3,161
+147
+5% +$14.9K 0.13% 161
2022
Q4 		$314K Sell
3,014
-4,421
-59% -$452K 0.16% 153
2022
Q3 		$600K Buy
7,435
+512
+7% +$43.6K 0.57% 43
2022
Q2 		$568K Sell
6,923
-107
-2% -$9.9K 0.52% 49
2022
Q1 		$607K Sell
7,030
-890
-11% -$74.9K 0.51% 49
2021
Q4 		$574K Buy
+7,920
New +$599K 0.5% 46

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

Drive Wealth Management's PSX Position: Q2 2026 in Review

Drive Wealth Management increased its Phillips 66 (PSX) stake by 21% in Q2 2026, buying an estimated $143K and bringing the position to 4,836 shares worth $818K. The position accounts for 0.15% of the portfolio, ranked #123.

Drive Wealth Management first reported a position in PSX in Q4 2021 and has held it in 19 quarters since. The position peaked at $917K in Q3 2024. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Drive Wealth Management held 4,836 shares of Phillips 66 worth $818K as of Q2 2026.
  • Drive Wealth Management bought 830 Phillips 66 shares in Q2 2026, an estimated $143K.
  • Phillips 66 made up 0.15% of Drive Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Drive Wealth Management first reported a position in Phillips 66 in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Phillips 66 position peaked at $917K in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.