TRANSCEND CAPITAL ADVISORS, LLC

Position in PSX — Phillips 66

CIK 1776082 MADISON, NJ

Position in PSX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,614,020

+$1,416,551 QoQ

Shares Held

15,463

+135.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#581

of 2,096 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $4,001,783 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (65.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	15,463	$2,614,020
2	VLO	Valero Energy Corp/Tx	2,484	$646,932
3	MPC	Marathon Petroleum Corp	1,200	$306,804
4	DINO	HF Sinclair Corp	3,269	$227,685
5	PBF	PBF Energy Inc.	4,533	$206,342

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,614,020	15,463	+135.3%	Shares	Sole	2026-08-04
2026-03-31	$1,197,469	6,573	+8.8%	Shares	Sole	2026-05-13
2025-12-31	$779,272	6,039	+22.3%	Shares	Sole	2026-01-23
2025-09-30	$671,666	4,938	+89.2%	Shares	Sole	2025-11-04
2025-06-30	$311,373	2,610	-27.8%	Shares	Sole	2025-08-01
2025-03-31	$446,256	3,614	-10.3%	Shares	Sole	2025-04-24
2024-12-31	$459,023	4,029	-7.4%	Shares	Sole	2025-02-03
2024-09-30	$572,070	4,352	-19.3%	Shares	Sole	2024-10-15
2024-06-30	$761,753	5,396	+16.2%	Shares	Sole	2024-07-02
2024-03-31	$758,550	4,644	+0.3%	Shares	Sole	2024-05-03
2023-12-31	$616,171	4,628	+12.8%	Shares	Sole	2024-02-05
2023-09-30	$492,975	4,103	-26.2%	Shares	Sole	2023-10-31
2023-06-30	$530,026	5,557	-15.7%	Shares	Sole	2023-07-13
2023-03-31	$668,398	6,593	+2.2%	Shares	Sole	2023-04-12
2022-12-31	$671,732	6,454	-4.2%	Shares	Sole	2023-01-20
2022-09-30	$543,972	6,739	-0.6%	Shares	Sole	2022-10-17
2022-06-30	$556,138	6,783	-10.6%	Shares	Sole	2022-07-12
2022-03-31	$655,700	7,590	+34.1%	Shares	Sole	2022-04-20
2021-12-31	$410,196	5,661	+37.6%	Shares	Sole	2022-01-20
2021-09-30	$288,103	4,114	+2.0%	Shares	Sole	2021-11-04
2021-06-30	$346,026	4,032	+51.9%	Shares	Sole	2021-08-13
2021-03-31	$216,488	2,655	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.