Strive Financial Group
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Strive Financial Group’s Phillips 66 PSX Stock Holding History

Strive 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
Q3 		$28.3K Buy
+111
New +$25.4K 0.01% 488

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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Strive Financial Group's PSX Position: Q3 2026 in Review

Strive Financial Group opened a new position in Phillips 66 (PSX) in Q3 2026: 111 shares worth $28.3K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings.

2,097 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Strive Financial Group held 111 shares of Phillips 66 worth $28.3K as of Q3 2026.
  • Phillips 66 was a new Strive Financial Group position in Q3 2026.
  • Phillips 66 made up 0.01% of Strive Financial Group's portfolio in Q3 2026, its #488 holding.
  • 2,097 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Strive Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.