Symphony Financial, Ltd. Co.

Position in PSX — Phillips 66

CIK 1800687 HOUSTON, TX

Position in PSX

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

Position Value

$1,000,606

-$132,189 QoQ

Shares Held

5,919

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#889

of 2,101 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $2,415,750 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	4,612	$1,201,149
2	PSX	Phillips 66 This page	5,919	$1,000,606
3	MPC	Marathon Petroleum Corp	837	$213,995

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,000,606	5,919	-4.8%	Shares	Sole	2026-08-04
2026-03-31	$1,132,795	6,218	+3.6%	Shares	Sole	2026-05-01
2025-12-31	$774,240	6,000	-0.8%	Shares	Sole	2026-02-11
2025-09-30	$822,784	6,049	+15.4%	Shares	Sole	2025-10-31
2025-06-30	$625,489	5,243	+6.2%	Shares	Sole	2025-08-15
2024-12-31	$562,358	4,936	-3.3%	Shares	Sole	2025-01-24
2024-09-30	$670,789	5,103	+4.9%	Shares	Sole	2024-10-21
2024-06-30	$686,509	4,863	-2.8%	Shares	Sole	2024-07-18
2024-03-31	$817,026	5,002	+6.4%	Shares	Sole	2024-04-17
2023-12-31	$625,758	4,700	+10.1%	Shares	Sole	2024-01-18
2023-09-30	$512,920	4,269	-1.7%	Shares	Sole	2023-11-07
2023-06-30	$414,235	4,343	-1.9%	Shares	Sole	2023-07-12
2023-03-31	$448,606	4,425	-11.5%	Shares	Sole	2023-05-03
2022-12-31	$520,295	4,999	-58.8%	Shares	Sole	2023-01-26
2022-09-30	$978,810	12,126	+151.7%	Shares	Sole	2022-10-28
2022-06-30	$394,945	4,817	-12.8%	Shares	Sole	2022-07-18
2022-03-31	$477,477	5,527	+19.8%	Shares	Sole	2022-05-13
2021-12-31	$334,257	4,613	+4.8%	Shares	Sole	2022-01-19
2021-09-30	$308,342	4,403	-15.3%	Shares	Sole	2021-10-12
2021-06-30	$445,920	5,196	-13.3%	Shares	Sole	2021-07-13
2021-03-31	$488,424	5,990	+56.2%	Shares	Sole	2021-04-15
2020-12-31	$268,149	3,834	-10.8%	Shares	Sole	2021-01-13
2020-09-30	$222,808	4,298	-21.2%	Shares	Sole	2020-10-09
2020-06-30	$392,070	5,453	+15.4%	Shares	Sole	2020-07-08
2020-03-31	$253,496	4,725	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.