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Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

PSX holding history

Phillips 66 in every 13F filed by Thrive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of PSX by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,954−100.0%Sold outHolders
Q3 20242,954$388.2K0.1%−783−21.0%ReducedHolders
Q2 20243,737$527.6K0.1%−392−9.5%ReducedHolders
Q1 20244,129$674.5K0.1%−810−16.4%ReducedHolders
Q4 20234,939$657.6K0.1%−783−13.7%ReducedHolders
Q3 20235,722$687.4K0.2%+461+8.8%AddedHolders
Q2 20235,261$501.8K0.1%−305−5.5%ReducedHolders
Q1 20235,566$564.3K0.1%+720+14.9%AddedHolders
Q4 20224,846$504.4K0.1%−5−0.1%ReducedHolders
Q3 20224,851$392.0K0.1%+1,725+55.2%AddedHolders
Q2 20223,126$256.0K0.1%−135−4.1%ReducedHolders
Q1 20223,261$282.0K0.1%−97−2.9%ReducedHolders
Q4 20213,358$243.0K0.1%–No prior filingHolders