Procyon Private Wealth Partners, LLC

SEC CIK: 0001804329
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

PSX holding history

Phillips 66 in every 13F filed by Procyon Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overview All 13F holders of PSX Full Q2 2026 holdings

Shares (Q2 2026): 16,964
Value: $2.87M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PSX by Procyon Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,964	$2.87M	0.1%	−478−2.7%	Reduced	Holders
Q1 2026	17,442	$3.18M	0.2%	−182−1.0%	Reduced	Holders
Q4 2025	17,624	$2.27M	0.1%	−435−2.4%	Reduced	Holders
Q3 2025	18,059	$2.46M	0.1%	−1,988−9.9%	Reduced	Holders
Q2 2025	20,047	$2.39M	0.2%	−1,529−7.1%	Reduced	Holders
Q1 2025	21,576	$2.66M	0.2%	+519+2.5%	Added	Holders
Q4 2024	21,057	$2.40M	0.2%	+4,419+26.6%	Added	Holders
Q3 2024	16,638	$2.19M	0.2%	+425+2.6%	Added	Holders
Q2 2024	16,213	$2.29M	0.2%	+245+1.5%	Added	Holders
Q1 2024	15,968	$2.61M	0.2%	−6,212−28.0%	Reduced	Holders
Q4 2023	22,180	$2.95M	0.3%	−7,572−25.5%	Reduced	Holders
Q3 2023	29,752	$3.57M	0.4%	−88−0.3%	Reduced	Holders
Q2 2023	29,840	$2.85M	0.4%	+5,135+20.8%	Added	Holders
Q1 2023	24,705	$2.50M	0.4%	+580+2.4%	Added	Holders
Q4 2022	24,125	$2.51M	0.5%	+8,403+53.4%	Added	Holders
Q3 2022	15,722	$1.27M	0.3%	+2,978+23.4%	Added	Holders
Q2 2022	12,744	$1.04M	0.2%	−11−0.1%	Reduced	Holders
Q1 2022	12,755	$1.10M	0.2%	+3,347+35.6%	Added	Holders
Q4 2021	9,408	$682.0K	0.1%	+3,169+50.8%	Added	Holders
Q3 2021	6,239	$437.0K	0.1%	+221+3.7%	Added	Holders
Q2 2021	6,018	$516.0K	0.1%	+553+10.1%	Added	Holders
Q1 2021	5,465	$446.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.