HBW ADVISORY SERVICES LLC: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBW ADVISORY SERVICES LLC on PSX, newest first. How the timeline and the estimate are built.
HBW ADVISORY SERVICES LLC held 3,819 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 3,819 sharesChange vs previous 13F +1,481 shares
0.06% of the 13F portfolio, value $645,627.
13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,338 sharesChange vs previous 13F +152 shares
0.04% of the 13F portfolio, value $425,858.
13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,186 sharesChange vs previous 13F +25 shares
0.03% of the 13F portfolio, value $282,054.
13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,161 sharesChange vs previous 13F +24 shares
0.03% of the 13F portfolio, value $293,903.
13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,137 sharesChange vs previous 13F +37 shares
0.03% of the 13F portfolio, value $254,999.
13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,100 sharesChange vs previous 13F -73 shares
0.04% of the 13F portfolio, value $259,266.
13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,173 sharesChange vs previous 13F +15 shares
0.03% of the 13F portfolio, value $247,611.
13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,158 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $283,631.
13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).