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Disclosery

Aviance Capital Partners, LLC: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aviance Capital Partners, LLC on PSX, newest first. How the timeline and the estimate are built.

Aviance Capital Partners, LLC held 7,374 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,374 shares
    Change vs previous 13F +770 shares

    0.13% of the 13F portfolio, value $1,246,575.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,604 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,203,117.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,604 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $852,180.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,573 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $894,059.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,569 shares
    Change vs previous 13F +630 shares

    0.1% of the 13F portfolio, value $783,682.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,939 shares
    Change vs previous 13F -467 shares

    0.1% of the 13F portfolio, value $733,348.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,406 shares
    Change vs previous 13F +150 shares

    0.1% of the 13F portfolio, value $729,836.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,256 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $822,351.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).