Position in PSX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$197,957
-$15,375 QoQ
Shares Held
1,171
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,734
of 2,093 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026FOSTER DYKEMA CABOT & PARTNERS, LLC holds $197,957 across 1 Oil & Gas Refining & Marketing name. PSX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
1,171 | $197,957 |
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,957 | 1,171 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $213,332 | 1,171 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $151,105 | 1,171 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $159,279 | 1,171 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $139,700 | 1,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $70,754 | 573 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $65,281 | 573 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,320 | 573 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $80,890 | 573 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,593 | 573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $76,289 | 573 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||