Convergence Investment Partners, LLC

Position in PSX — Phillips 66

CIK 1456133 PALM BEACH GARDENS, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,345,729

+$1,144,687 QoQ

Shares Held

43,453

+27.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#349

of 2,093 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $27,525,223 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	34,700	$9,037,268
2	MPC	Marathon Petroleum Corp	31,959	$8,170,957
3	PSX	Phillips 66 This page	43,453	$7,345,729
4	DINO	HF Sinclair Corp	42,660	$2,971,269

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,345,729	43,453	+27.7%	Shares	Sole	2026-07-31
2026-03-31	$6,201,042	34,038	+50.0%	Shares	Sole	2026-05-07
2025-12-31	$2,928,562	22,695	-13.8%	Shares	Sole	2026-02-05
2025-09-30	$3,582,630	26,339	+114.3%	Shares	Sole	2025-11-04
2025-06-30	$1,466,197	12,290	-1.4%	Shares	Sole	2025-08-01
2025-03-31	$1,539,178	12,465	-29.8%	Shares	Sole	2025-05-06
2024-12-31	$2,022,941	17,756	-0.3%	Shares	Sole	2025-01-31
2024-09-30	$2,341,255	17,811	-1.9%	Shares	Sole	2024-10-29
2024-06-30	$2,563,082	18,156	-16.5%	Shares	Sole	2024-08-01
2024-03-31	$3,549,541	21,731	+8.4%	Shares	Sole	2024-05-03
2023-12-31	$2,669,457	20,050	-7.4%	Shares	Sole	2024-02-05
2023-09-30	$2,601,487	21,652	+11.8%	Shares	Sole	2023-11-02
2023-06-30	$1,846,938	19,364	-1.6%	Shares	Sole	2023-07-26
2023-03-31	$1,994,347	19,672	+2.1%	Shares	Sole	2023-05-09
2022-12-31	$2,005,517	19,269	+1.5%	Shares	Sole	2023-02-03
2022-09-30	$1,531,904	18,978	+34.6%	Shares	Sole	2022-11-08
2022-06-30	$1,156,140	14,101	-20.8%	Shares	Sole	2022-08-05
2022-03-31	$1,538,778	17,812	+628.2%	Shares	Sole	2022-04-26
2021-06-30	$209,915	2,446	-3.1%	Shares	Sole	2021-07-19
2021-03-31	$205,888	2,525	-85.7%	Shares	Sole	2021-04-30
2020-12-31	$1,237,378	17,692	+2.7%	Shares	Sole	2021-02-05
2020-09-30	$893,047	17,227	-41.1%	Shares	Sole	2020-10-28
2020-06-30	$2,104,225	29,266	+62.1%	Shares	Sole	2020-07-30
2020-03-31	$968,865	18,059	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.