Skip to content
Disclosery

Avantax Planning Partners, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on PSX, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 13,692 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,692 shares
    Change vs previous 13F +48 shares

    0.06% of the 13F portfolio, value $2,314,706.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 13,644 shares
    Change vs previous 13F -744 shares

    0.07% of the 13F portfolio, value $2,485,634.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 14,388 shares
    Change vs previous 13F -391 shares

    0.05% of the 13F portfolio, value $1,856,649.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 14,779 shares
    Change vs previous 13F -1,677 shares

    0.06% of the 13F portfolio, value $2,010,300.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 16,456 shares
    Change vs previous 13F -611 shares

    0.06% of the 13F portfolio, value $1,963,164.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 17,067 shares
    Change vs previous 13F -1,082 shares

    0.07% of the 13F portfolio, value $2,107,410.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 18,149 shares
    Change vs previous 13F -191 shares

    0.07% of the 13F portfolio, value $2,067,738.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 18,340 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,410,759.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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