Position in PSX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,246,574
+$43,458 QoQ
Shares Held
7,374
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#803
of 2,091 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Aviance Capital Partners, LLC holds $5,424,409 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (23.0% of the industry book) .
All Filings in PSX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,574 | 7,374 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,203,116 | 6,604 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $852,180 | 6,604 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $894,059 | 6,573 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $783,681 | 6,569 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $733,347 | 5,939 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $729,835 | 6,406 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $822,351 | 6,256 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $881,041 | 6,241 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $951,945 | 5,828 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $210,760 | 1,583 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||