Position in PSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$97,203
-$7,550 QoQ
Shares Held
575
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#1,811
of 2,093 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PSX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NorthAvenue LLC holds $97,723 across 2 Oil & Gas Refining & Marketing names. PSX ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
This page
|
575 | $97,203 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2 | $520 |
All Filings in PSX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,203 | 575 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,753 | 575 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $74,585 | 578 | Shares | Sole | 2026-04-02 | |
| No filing history on record for this holder in this stock. | ||||||