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

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return