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GC Wealth Management RIA, LLC: PSX position timeline

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

GC Wealth Management RIA, LLC held 18,801 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,801 shares
    Change vs previous 13F +320 shares

    0.18% of the 13F portfolio, value $3,178,309.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 18,481 shares
    Change vs previous 13F -826 shares

    0.14% of the 13F portfolio, value $3,366,869.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 19,307 shares
    Change vs previous 13F -4,283 shares

    0.09% of the 13F portfolio, value $2,491,375.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 23,590 shares
    Change vs previous 13F +11,902 shares

    0.11% of the 13F portfolio, value $3,208,712.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 11,688 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,394,378.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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