Skip to content
Disclosery

CWC Advisors, LLC.: PSX position timeline

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

CWC Advisors, LLC. held 12,386 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,386 shares
    Change vs previous 13F -655 shares

    0.93% of the 13F portfolio, value $2,093,853.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 13,041 shares
    Change vs previous 13F -127 shares

    1.13% of the 13F portfolio, value $2,375,809.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 13,168 shares
    Change vs previous 13F -183 shares

    0.82% of the 13F portfolio, value $1,699,199.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 13,351 shares
    Change vs previous 13F +80 shares

    0.89% of the 13F portfolio, value $1,816,003.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 13,271 shares
    Change vs previous 13F -168 shares

    0.82% of the 13F portfolio, value $1,583,230.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 13,439 shares
    Change vs previous 13F +3,696 shares

    0.94% of the 13F portfolio, value $1,659,448.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, 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 9,743 shares
    Change vs previous 13F +92 shares

    1.11% of the 13F portfolio, value $1,110,020.

    13F-HR 0001520683-25-000001 filed by CWC Advisors, 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 9,651 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,268,624.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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