Position in PSX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$413,496
-$44,686 QoQ
Shares Held
2,446
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,280
of 2,093 holders
Holding Since
Jun 2020
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, 2026Avestar Capital, LLC holds $1,727,804 across 3 Oil & Gas Refining & Marketing names. PSX ranks #3 (23.9% 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 | $413,496 | 2,446 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $458,182 | 2,515 | Shares | Sole | 2026-05-13 | |
| 2025-06-30 | $224,641 | 1,883 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,759 | 1,885 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $228,315 | 2,004 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $247,783 | 1,885 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $253,117 | 1,793 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $283,231 | 1,734 | Shares | Sole | 2024-05-10 | |
| 2021-06-30 | $282,862 | 3,296 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $269,245 | 3,302 | Shares | Sole | 2021-05-03 | |
| 2020-06-30 | $292,201 | 4,064 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||