Foundations Investment Advisors, LLC

Endowment

Position in PSX — Phillips 66

CIK 1743404 PHOENIX, AZ

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,744,695

-$159,982 QoQ

Shares Held

16,236

+1.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#561

of 2,093 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $16,813,132 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	49,353	$12,853,494
2	PSX	Phillips 66 This page	16,236	$2,744,695
3	MPC	Marathon Petroleum Corp	4,752	$1,214,943

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,744,695	16,236	+1.8%	Shares	Sole	2026-08-14
2026-03-31	$2,904,677	15,944	+3.7%	Shares	Sole	2026-05-11
2025-12-31	$1,984,119	15,376	+51.9%	Shares	Sole	2026-02-10
2025-09-30	$1,377,202	10,125	+27.7%	Shares	Sole	2025-11-03
2025-06-30	$945,929	7,929	+52.0%	Shares	Sole	2025-08-08
2025-03-31	$644,071	5,216	+11.0%	Shares	Sole	2025-05-07
2024-12-31	$535,471	4,700	+18.1%	Shares	Sole	2025-01-22
2024-09-30	$523,039	3,979	+0.5%	Shares	Sole	2024-10-21
2024-06-30	$558,892	3,959	+22.2%	Shares	Sole	2024-08-02
2024-03-31	$529,058	3,239	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$430,042	3,230	+8.8%	Shares	Sole	2024-02-08
2023-09-30	$356,725	2,969	+6.2%	Shares	Sole	2023-10-05
2023-06-30	$266,587	2,795	-2.4%	Shares	Sole	2023-07-19
2023-03-31	$290,453	2,865	+22.4%	Shares	Sole	2023-04-25
2022-12-31	$243,651	2,341	-28.8%	Shares	Sole	2023-01-11
2022-09-30	$265,568	3,290	+1.5%	Shares	Sole	2022-10-19
2022-06-30	$265,729	3,241	-51.2%	Shares	Sole	2022-07-08
2020-09-30	$344,062	6,637	-31.3%	Shares	Sole	2020-10-07
2020-06-30	$694,410	9,658	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.