FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in PSX — Phillips 66
CIK 1342396
TOWSON, MD
Position in PSX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$483,505
+$155,873 QoQ
Shares Held
2,654
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 4%
None 96%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
All Filings in PSX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,505 | 2,654 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $327,632 | 2,539 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $326,448 | 2,400 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $248,263 | 2,081 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $444,651 | 3,601 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $385,880 | 3,387 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $422,217 | 3,212 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $516,541 | 3,659 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $521,544 | 3,193 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||