Avidian Wealth Enterprises, LLC

Position in PSX — Phillips 66

CIK 1471474 HOUSTON, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,988,366

-$49,863 QoQ

Shares Held

11,762

+5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#654

of 2,093 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $8,753,388 across 4 Oil & Gas Refining & Marketing names. PSX ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	13,916	$3,557,903
2	VLO	Valero Energy Corp/Tx	10,373	$2,701,544
3	PSX	Phillips 66 This page	11,762	$1,988,366
4	SUN	Sunoco LP	7,490	$505,575

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,988,366	11,762	+5.1%	Shares	Sole	2026-07-24
2026-03-31	$2,038,229	11,188	+21.7%	Shares	Sole	2026-05-07
2025-12-31	$1,186,393	9,194	-0.9%	Shares	Sole	2026-02-02
2025-09-30	$1,261,857	9,277	-4.1%	Shares	Sole	2025-10-30
2025-06-30	$1,153,511	9,669	+12.0%	Shares	Sole	2025-07-30
2025-03-31	$1,066,249	8,635	+0.0%	Shares	Sole	2025-04-25
2024-12-31	$983,329	8,631	+7.4%	Shares	Sole	2025-01-29
2024-09-30	$1,056,726	8,039	-21.3%	Shares	Sole	2024-10-30
2024-06-30	$1,442,333	10,217	+110.6%	Shares	Sole	2024-08-06
2024-03-31	$792,362	4,851	+6.0%	Shares	Sole	2024-05-03
2023-12-31	$609,115	4,575	+3.1%	Shares	Sole	2024-02-06
2023-09-30	$533,345	4,439	-37.3%	Shares	Sole	2023-10-13
2023-06-30	$674,908	7,076	-33.6%	Shares	Sole	2023-08-03
2023-03-31	$1,080,508	10,658	+3.4%	Shares	Sole	2023-05-08
2022-12-31	$1,072,648	10,306	-3.3%	Shares	Sole	2023-02-06
2022-09-30	$860,071	10,655	-0.9%	Shares	Sole	2022-11-03
2022-06-30	$881,556	10,752	+0.3%	Shares	Sole	2022-07-29
2022-03-31	$926,187	10,721	+27.2%	Shares	Sole	2022-05-10
2021-12-31	$610,765	8,429	+33.8%	Shares	Sole	2022-02-14
2021-09-30	$441,118	6,299	-15.5%	Shares	Sole	2021-11-10
2021-06-30	$639,702	7,454	-23.9%	Shares	Sole	2021-08-09
2021-03-31	$798,195	9,789	-0.1%	Shares	Sole	2021-05-05
2020-12-31	$684,992	9,794	+3.5%	Shares	Sole	2021-02-09
2020-09-30	$490,665	9,465	+0.1%	Shares	Sole	2021-02-03
2020-06-30	$679,814	9,455	+94.7%	Shares	Sole	2020-08-10
2020-03-31	$260,578	4,857	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.