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Disclosery

Bison Wealth, LLC: PSX position timeline

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

Bison Wealth, LLC held 2,531 PSX shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,531 shares
    Change vs previous 13F -5,013 shares

    0.06% of the 13F portfolio, value $288,351.

    13F-HR 0001172661-25-001285 filed by Bison 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 ended2024-09-30
    13F 7,544 shares
    Change vs previous 13F -335 shares

    0.16% of the 13F portfolio, value $991,699.

    13F-HR 0001172661-24-004465 filed by Bison 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 ended2024-06-30
    13F 7,879 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,286,975.

    13F-HR 0001172661-24-002986 filed by Bison 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 ended2024-03-31
    13F 7,879 shares
    Change vs previous 13F -313 shares

    0.21% of the 13F portfolio, value $1,286,975.

    13F-HR 0001172661-24-002121 filed by Bison 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 ended2023-12-31
    13F 8,192 shares
    Change vs previous 13F +2,050 shares

    0.19% of the 13F portfolio, value $1,090,657.

    13F-HR 0001172661-24-000384 filed by Bison 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 ended2023-09-30
    13F 6,142 shares
    Change vs previous 13F +3,241 shares

    0.14% of the 13F portfolio, value $737,978.

    13F-HR 0001172661-23-003718 filed by Bison 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 ended2023-06-30
    13F 2,901 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $276,679.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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