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Disclosery

BWM Planning, LLC: PSX position timeline

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

BWM Planning, LLC held 5,240 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,240 shares
    Change vs previous 13F -4,265 shares

    0.21% of the 13F portfolio, value $885,788.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 9,505 shares
    Change vs previous 13F +1,576 shares

    0.46% of the 13F portfolio, value $1,731,584.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 7,929 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,023,131.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 7,929 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,078,475.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 7,929 shares
    Change vs previous 13F -233 shares

    0.33% of the 13F portfolio, value $945,905.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 8,162 shares
    Change vs previous 13F -78 shares

    0.43% of the 13F portfolio, value $1,007,902.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 8,240 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $938,837.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 8,240 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,083,210.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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