Convergence Financial, LLC

Position in PSX — Phillips 66

CIK 2034001 COLUMBIA, MO

Position in PSX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,683,399

+$610,906 QoQ

Shares Held

9,958

+69.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#700

of 2,096 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Energy · as of Jun 30, 2026

Convergence Financial, LLC holds $5,061,357 across 3 Oil & Gas Refining & Marketing names. PSX ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	12,001	$3,068,295
2	PSX	Phillips 66 This page	9,958	$1,683,399
3	VLO	Valero Energy Corp/Tx	1,189	$309,663

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,683,399	9,958	+69.2%	Shares	Sole	2026-08-05
2026-03-31	$1,072,493	5,887	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.