Skip to content
Disclosery

Austin Private Wealth, LLC: PSX position timeline

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

Austin Private Wealth, LLC held 3,305 PSX shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 3,305 shares
    Change vs previous 13F +373 shares

    0.03% of the 13F portfolio, value $426,477.

    13F-HR 0001172661-26-000230 filed by Austin 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 ended2025-09-30
    13F 2,932 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $398,811.

    13F-HR 0001172661-25-004325 filed by Austin 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 ended2025-06-30
    13F 2,937 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $350,384.

    13F-HR 0001172661-25-002847 filed by Austin 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 ended2025-03-31
    13F 2,961 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $365,624.

    13F-HR 0001172661-25-001646 filed by Austin 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 ended2024-12-31
    13F 2,949 shares
    Change vs previous 13F +57 shares

    0.03% of the 13F portfolio, value $335,987.

    13F-HR 0001172661-25-000335 filed by Austin 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 ended2024-09-30
    13F 2,892 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $380,153.

    13F-HR 0001172661-24-004415 filed by Austin 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 ended2024-06-30
    13F/A 2,890 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $407,981.

    13F-HR/A 0001085146-24-003037 filed by Austin 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 ended2024-03-31
    13F 2,891 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $499,305.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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