Procyon Advisors, LLC

Position in PSX — Phillips 66

CIK 1804329 SHELTON, CT

Position in PSX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,867,764

-$309,819 QoQ

Shares Held

16,964

-2.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#553

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Procyon Advisors, LLC holds $11,710,995 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	27,414	$7,139,702
2	PSX	Phillips 66 This page	16,964	$2,867,764
3	MPC	Marathon Petroleum Corp	6,663	$1,703,529

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,867,764	16,964	-2.7%	Shares	Sole	2026-07-09
2026-03-31	$3,177,583	17,442	-1.0%	Shares	Sole	2026-05-04
2025-12-31	$2,274,200	17,624	-2.4%	Shares	Sole	2026-01-07
2025-09-30	$2,456,385	18,059	-9.9%	Shares	Sole	2025-10-28
2025-06-30	$2,391,607	20,047	-7.1%	Shares	Sole	2025-07-09
2025-03-31	$2,664,204	21,576	+2.5%	Shares	Sole	2025-04-11
2024-12-31	$2,399,024	21,057	+26.6%	Shares	Sole	2025-01-15
2024-09-30	$2,187,065	16,638	+2.6%	Shares	Sole	2024-10-11
2024-06-30	$2,288,789	16,213	+1.5%	Shares	Sole	2024-08-02
2024-03-31	$2,608,213	15,968	-28.0%	Shares	Sole	2024-04-15
2023-12-31	$2,953,045	22,180	-25.5%	Shares	Sole	2024-01-18
2023-09-30	$3,574,702	29,752	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$2,846,139	29,840	+20.8%	Shares	Sole	2023-07-17
2023-03-31	$2,504,592	24,705	+2.4%	Shares	Sole	2023-04-10
2022-12-31	$2,510,930	24,125	+53.4%	Shares	Sole	2023-01-19
2022-09-30	$1,269,079	15,722	+23.4%	Shares	Sole	2022-10-17
2022-06-30	$1,044,880	12,744	-0.1%	Shares	Sole	2022-07-11
2022-03-31	$1,101,904	12,755	+35.6%	Shares	Sole	2022-04-18
2021-12-31	$681,703	9,408	+50.8%	Shares	Sole	2022-01-18
2021-09-30	$436,917	6,239	+3.7%	Shares	Sole	2021-10-14
2021-06-30	$516,464	6,018	+10.1%	Shares	Sole	2021-07-22
2021-03-31	$445,616	5,465	-2.5%	Shares	Sole	2021-04-29
2020-12-31	$392,013	5,605	-2.7%	Shares	Sole	2021-01-19
2020-09-30	$298,598	5,760	-6.4%	Shares	Sole	2020-10-22
2020-06-30	$442,544	6,155	-11.1%	Shares	Sole	2020-08-14
2020-03-31	$371,472	6,924	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.