Avion Wealth

Position in PSX — Phillips 66

CIK 1792704 THE WOODLANDS, TX

Position in PSX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$232,612

-$15,334 QoQ

Shares Held

1,376

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,629

of 2,096 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avion Wealth holds $312,162 across 5 Oil & Gas Refining & Marketing names. PSX ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66 This page	1,376	$232,612
2	VLO	Valero Energy Corp/Tx	194	$50,525
3	MPC	Marathon Petroleum Corp	86	$21,987
4	DINO	HF Sinclair Corp	71	$4,945
5	PBF	PBF Energy Inc.	46	$2,093

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,612	1,376	+1.1%	Shares	Sole	2026-07-31
2026-03-31	$247,946	1,361	+67.2%	Shares	Sole	2026-05-01
2025-12-31	$105,038	814	-0.5%	Shares	Sole	2026-01-23
2025-09-30	$111,264	818	+1.5%	Shares	Sole	2025-10-24
2025-06-30	$96,155	806	+1.6%	Shares	Sole	2025-07-31
2025-03-31	$97,919	793	0.0%	Shares	Sole	2025-05-09
2024-12-31	$90,346	793	-2.1%	Shares	Sole	2025-01-29
2024-09-30	$106,474	810	+14.9%	Shares	Sole	2024-10-18
2024-06-30	$99,524	705	-11.0%	Shares	Sole	2024-07-26
2024-03-31	$129,365	792	+14.1%	Shares	Sole	2024-05-03
2023-12-31	$92,399	694	-29.3%	Shares	Sole	2024-01-26
2023-09-30	$117,986	982	-31.0%	Shares	Sole	2023-10-20
2023-06-30	$135,725	1,423	+0.5%	Shares	Sole	2023-07-14
2023-03-31	$143,554	1,416	+0.4%	Shares	Sole	2023-05-05
2022-12-31	$113	1,411	0.0%	Shares	Sole	2023-01-30
2022-09-30	$113,895	1,411	0.0%	Shares	Sole	2022-10-31
2022-06-30	$115,687	1,411	0.0%	Shares	Sole	2022-08-11
2022-03-31	$121,896	1,411	+113.5%	Shares	Sole	2022-05-04
2021-12-31	$47,896	661	-26.9%	Shares	Sole	2022-01-26
2021-09-30	$63,307	904	0.0%	Shares	Sole	2021-11-01
2021-06-30	$77,581	904	0.0%	Shares	Sole	2021-07-27
2021-03-31	$73,712	904	0.0%	Shares	Sole	2021-05-06
2020-12-31	$63,225	904	+46.0%	Shares	Sole	2021-01-26
2020-09-30	$32,088	619	+19.3%	Shares	Sole	2020-10-30
2020-06-30	$37,316	519	0.0%	Shares	Sole	2020-07-29
2020-03-31	$27,844	519	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.