FOSTER & MOTLEY INC

Position in PSX — Phillips 66

CIK 1163902 CINCINNATI, OH

Position in PSX

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

Position Value

$545,186

-$44,348 QoQ

Shares Held

3,225

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,142

of 2,091 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

FOSTER & MOTLEY INC holds $11,573,232 across 4 Oil & Gas Refining & Marketing names. PSX ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	20,536	$5,250,439
2	VLO	Valero Energy Corp/Tx	18,774	$4,889,500
3	DINO	HF Sinclair Corp	12,751	$888,107
4	PSX	Phillips 66 This page	3,225	$545,186

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,186	3,225	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$589,534	3,236	-2.4%	Shares	Sole	2026-04-21
2025-12-31	$428,025	3,317	-1.1%	Shares	Sole	2026-01-15
2025-09-30	$456,075	3,353	-2.4%	Shares	Sole	2025-10-23
2025-06-30	$409,914	3,436	-9.4%	Shares	Sole	2025-07-29
2025-03-31	$468,236	3,792	+1.3%	Shares	Sole	2025-05-08
2024-12-31	$426,439	3,743	-3.7%	Shares	Sole	2025-01-23
2024-09-30	$510,814	3,886	-5.2%	Shares	Sole	2024-10-30
2024-06-30	$578,514	4,098	-4.4%	Shares	Sole	2024-08-02
2024-03-31	$700,238	4,287	+3.9%	Shares	Sole	2024-04-18
2023-12-31	$549,202	4,125	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$494,537	4,116	-28.2%	Shares	Sole	2023-10-24
2023-06-30	$546,813	5,733	0.0%	Shares	Sole	2023-08-08
2023-03-31	$581,211	5,733	+53.6%	Shares	Sole	2023-05-09
2022-12-31	$388,530	3,733	+0.3%	Shares	Sole	2023-02-09
2022-09-30	$300,439	3,722	+1.5%	Shares	Sole	2022-11-04
2022-06-30	$300,575	3,666	-0.4%	Shares	Sole	2022-08-09
2022-03-31	$317,828	3,679	-13.1%	Shares	Sole	2022-04-28
2021-12-31	$306,940	4,236	-4.9%	Shares	Sole	2022-01-25
2021-09-30	$311,983	4,455	-21.5%	Shares	Sole	2021-10-29
2021-06-30	$487,285	5,678	-38.6%	Shares	Sole	2021-07-20
2021-03-31	$754,245	9,250	-26.4%	Shares	Sole	2021-04-26
2020-12-31	$879,355	12,573	-12.4%	Shares	Sole	2021-02-01
2020-09-30	$743,800	14,348	-5.9%	Shares	Sole	2020-10-19
2020-06-30	$1,095,971	15,243	+2.3%	Shares	Sole	2020-07-20
2020-03-31	$799,545	14,903	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.