Skip to content
Disclosery

Arete Wealth Advisors, LLC: PSX position timeline

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

Arete Wealth Advisors, LLC held 0 PSX shares at 2025-12-31 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F/A 0 shares
    Change vs previous 13F -2,781 shares

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,781 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $378,000.

    13F-HR 0001600151-25-000005 filed by Arete 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 ended2025-06-30
    13F 2,847 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $340,000.

    13F-HR 0001600151-25-000003 filed by Arete 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 ended2025-03-31
    13F 2,950 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $364,000.

    13F-HR 0001600151-25-000002 filed by Arete 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 ended2024-12-31
    13F 3,051 shares
    Change vs previous 13F +310 shares

    0.03% of the 13F portfolio, value $348,000.

    13F-HR 0001600151-25-000001 filed by Arete 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 ended2024-09-30
    13F/A 2,741 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $359,000.

    13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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