Advyzon Investment Management, LLC

Position in PSX — Phillips 66

CIK 2011872 LISLE, IL

Position in PSX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$237,007

+$12,016 QoQ

Shares Held

1,402

+13.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,615

of 2,091 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Advyzon Investment Management, LLC holds $681,282 across 3 Oil & Gas Refining & Marketing names. PSX ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,402	$237,007
2	VLO	Valero Energy Corp/Tx	895	$233,093
3	MPC	Marathon Petroleum Corp	826	$211,182

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,007	1,402	+13.5%	Shares	Other	2026-08-14
2026-03-31	$224,991	1,235	—	Shares	Other	2026-05-12
No filing history on record for this holder in this stock.