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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PSX holding history

Phillips 66 in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSX overviewAll 13F holders of PSXFull Q2 2026 holdings

Shares (Q2 2026)
1,376
Value
$232.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSX by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,376$232.0K<0.1%+15+1.1%AddedHolders
Q1 20261,361$247.0K0.1%+547+67.2%AddedHolders
Q4 2025814$105.0K<0.1%−4−0.5%ReducedHolders
Q3 2025818$111.0K<0.1%+12+1.5%AddedHolders
Q2 2025806$96.0K<0.1%+13+1.6%AddedHolders
Q1 2025793$90.0K<0.1%00.0%UnchangedHolders
Q4 2024793$90.0K<0.1%−17−2.1%ReducedHolders
Q3 2024810$106.0K<0.1%+105+14.9%AddedHolders
Q2 2024705$99.0K<0.1%−87−11.0%ReducedHolders
Q1 2024792$130.0K<0.1%+98+14.1%AddedHolders
Q4 2023694$92.0K<0.1%−288−29.3%ReducedHolders
Q3 2023982$117.0K<0.1%−441−31.0%ReducedHolders
Q2 20231,423$135.0K<0.1%+7+0.5%AddedHolders
Q1 20231,416$147.0K<0.1%+5+0.4%AddedHolders
Q4 20221,411$113.0K<0.1%00.0%UnchangedHolders
Q3 20221,411$114.0K<0.1%00.0%UnchangedHolders
Q2 20221,411$116.0K<0.1%00.0%UnchangedHolders
Q1 20221,411$122.0K<0.1%+750+113.5%AddedHolders
Q4 2021661$48.0K<0.1%−243−26.9%ReducedHolders
Q3 2021904$63.0K<0.1%00.0%UnchangedHolders
Q2 2021904$78.0K<0.1%00.0%UnchangedHolders
Q1 2021904$74.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.