Aventura Private Wealth, LLC

Position in PSX — Phillips 66

CIK 2074418 AVENTURA, FL

Position in PSX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$88,075

-$7,022 QoQ

Shares Held

521

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,822

of 2,091 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $269,848 across 6 Oil & Gas Refining & Marketing names. PSX ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	1,909	$128,857
2	PSX	Phillips 66 This page	521	$88,075
3	IEP	Icahn Enterprises L.P.	2,601	$18,753
4	VLO	Valero Energy Corp/Tx	48	$12,501
5	PBF	PBF Energy Inc.	240	$10,924
6	MPC	Marathon Petroleum Corp	42	$10,738

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,075	521	-0.2%	Shares	Sole	2026-07-15
2026-03-31	$95,097	522	+0.4%	Shares	Sole	2026-05-06
2025-12-31	$67,100	520	+5.9%	Shares	Sole	2026-01-07
2025-09-30	$66,785	491	0.0%	Shares	Sole	2026-01-07
2025-06-30	$58,576	491	-1.4%	Shares	Sole	2026-01-07
2025-03-31	$61,493	498	0.0%	Shares	Sole	2026-01-07
2024-12-31	$56,737	498	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.