SYM FINANCIAL Corp

Position in PSX — Phillips 66

CIK 764739 WINONA LAKE, IN

Position in PSX

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

Position Value

$535,550

+$64,797 QoQ

Shares Held

3,168

+22.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,150

of 2,091 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SYM FINANCIAL Corp holds $1,933,944 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	2,665	$694,072
2	PSX	Phillips 66 This page	3,168	$535,550
3	DINO	HF Sinclair Corp	6,559	$456,834
4	MPC	Marathon Petroleum Corp	968	$247,488

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,550	3,168	+22.6%	Shares	Sole	2026-08-04
2026-03-31	$470,753	2,584	+2.5%	Shares	Sole	2026-05-08
2025-12-31	$325,438	2,522	+17.5%	Shares	Sole	2026-02-13
2025-09-30	$292,034	2,147	+23.5%	Shares	Sole	2025-11-03
2025-06-30	$207,462	1,739	—	Shares	Sole	2025-08-01
No filing history on record for this holder in this stock.