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B. Riley Wealth Advisors, Inc.: PSX position timeline

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

B. Riley Wealth Advisors, Inc. held 8,224 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,224 shares
    Change vs previous 13F +1,575 shares

    0.08% of the 13F portfolio, value $2,099,737.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,649 shares
    Change vs previous 13F -212 shares

    0.06% of the 13F portfolio, value $1,157,179.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,861 shares
    Change vs previous 13F -1,630 shares

    0.08% of the 13F portfolio, value $1,268,048.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,491 shares
    Change vs previous 13F -347 shares

    0.05% of the 13F portfolio, value $1,095,623.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,838 shares
    Change vs previous 13F -1,636 shares

    0.06% of the 13F portfolio, value $1,202,091.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,474 shares
    Change vs previous 13F -7,154 shares

    0.06% of the 13F portfolio, value $1,249,585.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,628 shares
    Change vs previous 13F -340 shares

    0.07% of the 13F portfolio, value $2,176,684.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,968 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,047,147.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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