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ATTICUS WEALTH MANAGEMENT, LLC: PSX position timeline

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

ATTICUS WEALTH MANAGEMENT, LLC held 3,271 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,271 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $552,990.

    13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, 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 3,303 shares
    Change vs previous 13F -227 shares

    0.16% of the 13F portfolio, value $601,733.

    13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, 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 3,530 shares
    Change vs previous 13F -477 shares

    0.11% of the 13F portfolio, value $455,481.

    13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, 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 4,007 shares
    Change vs previous 13F +1,517 shares

    0.14% of the 13F portfolio, value $545,083.

    13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, 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 2,490 shares
    Change vs previous 13F +2,330 shares

    0.08% of the 13F portfolio, value $297,057.

    13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, 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 160 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $19,757.

    13F-HR 0001085146-25-002231 filed by ATTICUS WEALTH MANAGEMENT, 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 160 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $18,229.

    13F-HR 0001085146-25-000396 filed by ATTICUS WEALTH MANAGEMENT, 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 160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,032.

    13F-HR 0001085146-24-004854 filed by ATTICUS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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