Avior Wealth Management, LLC

Position in PSX — Phillips 66

CIK 1599868 OMAHA, NE

Position in PSX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,566,924

-$238,661 QoQ

Shares Held

9,269

-6.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#21

of 116 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Energy · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,358,833 across 4 Oil & Gas Refining & Marketing names. PSX ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	7,859	$2,046,797
2	PSX	Phillips 66 This page	9,269	$1,566,924
3	MPC	Marathon Petroleum Corp	2,108	$538,952
4	DKL	Delek Logistics Partners, LP	4,000	$206,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,566,924	9,269	-6.5%	Shares	Sole	2026-07-07
2026-03-31	$1,805,585	9,911	+1.0%	Shares	Sole	2026-04-09
2025-12-31	$1,266,785	9,817	+10.7%	Shares	Sole	2026-01-06
2025-09-30	$1,206,361	8,869	+0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,051,033	8,810	-3.9%	Shares	Sole	2025-07-17
2025-03-31	$1,131,941	9,167	+1.0%	Shares	Sole	2025-04-21
2024-12-31	$1,033,800	9,074	-1.5%	Shares	Sole	2025-01-17
2024-09-30	$1,211,443	9,216	-3.2%	Shares	Sole	2024-11-08
2024-06-30	$1,344,220	9,522	+0.9%	Shares	Sole	2024-08-13
2024-03-31	$1,541,439	9,437	+15.4%	Shares	Sole	2024-04-30
2023-12-31	$1,089,218	8,181	+1.6%	Shares	Sole	2024-01-30
2023-09-30	$967,567	8,053	+15.1%	Shares	Sole	2023-10-17
2023-06-30	$667,469	6,998	+6.6%	Shares	Sole	2023-07-19
2023-03-31	$665,356	6,563	+14.6%	Shares	Sole	2023-05-10
2022-12-31	$596,170	5,728	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$452,354	5,604	+2.6%	Shares	Sole	2022-10-26
2022-06-30	$447,911	5,463	+19.5%	Shares	Sole	2022-08-10
2022-03-31	$394,888	4,571	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$327,301	4,517	-6.4%	Shares	Sole	2022-02-14
2021-09-30	$337,824	4,824	+17.4%	Shares	Sole	2021-11-02
2021-06-30	$352,548	4,108	+1.0%	Shares	Sole	2021-07-27
2021-03-31	$331,704	4,068	+7.3%	Shares	Sole	2021-05-11
2020-12-31	$265,282	3,793	+66.9%	Shares	Sole	2021-02-09
2020-09-30	$117,780	2,272	+1.6%	Shares	Sole	2020-10-20
2020-06-30	$160,768	2,236	-60.6%	Shares	Sole	2020-07-02
2020-03-31	$304,248	5,671	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.