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Aaron Wealth Advisors LLC: PSX position timeline

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

Aaron Wealth Advisors LLC held 4,450 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,450 shares
    Change vs previous 13F -1,353 shares

    0.06% of the 13F portfolio, value $1,136,130.

    13F-HR 0001172661-26-004505 filed by Aaron Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,803 shares
    Change vs previous 13F +229 shares

    0.05% of the 13F portfolio, value $980,997.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,574 shares
    Change vs previous 13F -107 shares

    0.06% of the 13F portfolio, value $1,015,471.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,681 shares
    Change vs previous 13F +625 shares

    0.04% of the 13F portfolio, value $733,076.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,056 shares
    Change vs previous 13F +1,301 shares

    0.04% of the 13F portfolio, value $687,717.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,755 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $447,972.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,788 shares
    Change vs previous 13F +153 shares

    0.05% of the 13F portfolio, value $467,742.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,635 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $414,136.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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