Skip to content
Disclosery

Connecticut Wealth Management, LLC: PSX position timeline

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

Connecticut Wealth Management, LLC held 2,743 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 2,743 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $700,315.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,743 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $463,704.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    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 2,743 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $499,720.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,743 shares
    Change vs previous 13F -1,787 shares

    0.02% of the 13F portfolio, value $353,957.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,530 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $616,171.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,530 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $540,429.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    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 4,535 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $559,982.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,561 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $519,635.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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