Forum Financial Management, LP

Position in PSX — Phillips 66

CIK 1911832 LOMBARD, IL

Position in PSX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$451,025

-$43,229 QoQ

Shares Held

2,668

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,236

of 2,097 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forum Financial Management, LP holds $680,360 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66 This page	2,668	$451,025
2	MPC	Marathon Petroleum Corp	897	$229,335

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,025	2,668	-1.7%	Shares	Sole	2026-07-23
2026-03-31	$494,254	2,713	-70.9%	Shares	Sole	2026-04-23
2025-12-31	$1,203,298	9,325	-0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,275,459	9,377	+12.4%	Shares	Sole	2025-10-24
2025-06-30	$995,319	8,343	+9.5%	Shares	Sole	2025-07-30
2025-03-31	$940,670	7,618	+1.8%	Shares	Sole	2025-05-02
2024-12-31	$852,879	7,486	+1.0%	Shares	Sole	2025-02-20
2024-09-30	$973,913	7,409	-2.0%	Shares	Sole	2024-10-29
2024-06-30	$1,067,527	7,562	-4.2%	Shares	Sole	2024-07-30
2024-03-31	$1,289,895	7,897	+3.1%	Shares	Sole	2024-05-09
2023-12-31	$1,019,586	7,658	-13.4%	Shares	Sole	2024-02-07
2023-09-30	$1,062,004	8,839	+17.0%	Shares	Sole	2023-11-06
2023-06-30	$720,499	7,554	+0.6%	Shares	Sole	2023-07-26
2023-03-31	$761,363	7,510	+0.2%	Shares	Sole	2023-04-19
2022-12-31	$780,079	7,495	+12.2%	Shares	Sole	2023-01-24
2022-09-30	$539,128	6,679	-17.8%	Shares	Sole	2022-11-07
2022-06-30	$666,414	8,128	+22.8%	Shares	Sole	2022-08-15
2022-03-31	$571,815	6,619	+3.7%	Shares	Sole	2022-05-16
2021-12-31	$462,439	6,382	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.