Skip to main content

Convergence Financial, LLC

SEC CIK
0002034001
Latest filing
Aug 5, 2026

PSX holding history

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

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
9,958
Value
$1.68M
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of PSX by Convergence Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,958$1.68M0.1%+4,071+69.2%AddedHolders
Q1 20265,887$1.07M0.1%+5,887NewHolders