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Ashton Thomas Private Wealth, LLC: PSX position timeline

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

Ashton Thomas Private Wealth, LLC held 13,743 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,743 shares
    Change vs previous 13F -46 shares

    0.05% of the 13F portfolio, value $2,323,223.

    13F-HR 0001398344-26-012966 filed by Ashton Thomas Private Wealth, 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 13,789 shares
    Change vs previous 13F -1,170 shares

    0.06% of the 13F portfolio, value $2,512,107.

    13F-HR 0001398344-26-008859 filed by Ashton Thomas Private Wealth, 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 14,959 shares
    Change vs previous 13F +817 shares

    0.05% of the 13F portfolio, value $1,930,329.

    13F-HR 0001398344-26-001588 filed by Ashton Thomas Private Wealth, 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 14,142 shares
    Change vs previous 13F +2,930 shares

    0.05% of the 13F portfolio, value $1,923,615.

    13F-HR 0001398344-25-020324 filed by Ashton Thomas Private Wealth, 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 11,212 shares
    Change vs previous 13F -23,974 shares

    0.05% of the 13F portfolio, value $1,337,609.

    13F-HR 0001398344-25-014273 filed by Ashton Thomas Private Wealth, 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 35,186 shares
    Change vs previous 13F +3,296 shares

    0.17% of the 13F portfolio, value $4,344,786.

    13F-HR 0001398344-25-009704 filed by Ashton Thomas Private Wealth, 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 31,890 shares
    Change vs previous 13F +945 shares

    0.14% of the 13F portfolio, value $3,633,229.

    13F-HR 0001398344-25-002131 filed by Ashton Thomas Private Wealth, 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 30,945 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,067,680.

    13F-HR 0001398344-24-019977 filed by Ashton Thomas Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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