DRIVE WEALTH MANAGEMENT, LLC

Position in PSX — Phillips 66

CIK 1952781 LEHI, UT

Position in PSX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$817,525

+$87,712 QoQ

Shares Held

4,836

+20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#964

of 2,096 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

DRIVE WEALTH MANAGEMENT, LLC holds $1,432,950 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	4,836	$817,525
2	VLO	Valero Energy Corp/Tx	1,507	$392,482
3	MPC	Marathon Petroleum Corp	872	$222,943

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817,525	4,836	+20.7%	Shares	Sole	2026-07-22
2026-03-31	$729,813	4,006	-24.6%	Shares	Sole	2026-04-14
2025-12-31	$685,718	5,314	+35.4%	Shares	Other	2026-02-04
2025-09-30	$533,878	3,925	-6.1%	Shares	Sole	2025-10-31
2025-06-30	$498,554	4,179	+13.4%	Shares	Sole	2025-07-30
2025-03-31	$455,146	3,686	-48.5%	Shares	Sole	2025-05-07
2024-12-31	$815,397	7,157	+2.6%	Shares	Sole	2025-01-22
2024-09-30	$916,994	6,976	+76.8%	Shares	Sole	2024-11-07
2024-06-30	$556,915	3,945	+20.2%	Shares	Sole	2024-08-01
2024-03-31	$536,245	3,283	-6.0%	Shares	Sole	2024-04-22
2023-12-31	$464,791	3,491	+2.2%	Shares	Sole	2024-01-22
2023-09-30	$410,432	3,416	+4.9%	Shares	Sole	2023-10-11
2023-06-30	$310,461	3,255	+3.0%	Shares	Sole	2023-07-14
2023-03-31	$320,462	3,161	+4.9%	Shares	Sole	2023-04-13
2022-12-31	$313,697	3,014	-59.5%	Shares	Sole	2023-01-27
2022-09-30	$600,153	7,435	+7.4%	Shares	Sole	2022-11-15
2022-06-30	$567,616	6,923	-1.5%	Shares	Sole	2022-11-15
2022-03-31	$607,321	7,030	-11.2%	Shares	Sole	2022-11-15
2021-12-31	$573,883	7,920	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.