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Aventura Private Wealth’s Phillips 66 PSX Stock Holding History

Aventura Private Wealth’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$88.1K Sell
521
-1
-0.2% -$172 0.03% 265
2026
Q1 		$95.1K Buy
522
+2
+0.4% +$313 0.03% 232
2025
Q4 		$67.1K Buy
520
+29
+6% +$3.9K 0.02% 256
2025
Q3 		$66.8K Hold
491
– – 0.02% 262
2025
Q2 		$58.6K Sell
491
-7
-1% -$784 0.03% 271
2025
Q1 		$61.5K Hold
498
– – 0.03% 243
2024
Q4 		$56.7K Buy
+498
New +$63.4K 0.03% 243

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aventura Private Wealth's PSX Position: Q2 2026 in Review

Aventura Private Wealth reduced its Phillips 66 (PSX) stake by 0.19% in Q2 2026, selling an estimated $172 and leaving 521 shares worth $88.1K. The position accounts for 0.03% of the portfolio, ranked #265.

Aventura Private Wealth first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.1K in Q1 2026. 2,107 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

  • Aventura Private Wealth held 521 shares of Phillips 66 worth $88.1K as of Q2 2026.
  • Aventura Private Wealth sold 1 Phillips 66 share in Q2 2026, an estimated $172.
  • Phillips 66 made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #265 holding.
  • Aventura Private Wealth first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Phillips 66 position peaked at $95.1K in Q1 2026.
  • 2,107 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.