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Disclosery

HCR Wealth Advisors: PSX position timeline

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

HCR Wealth Advisors held 3,374 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,374 shares
    Change vs previous 13F +81 shares

    0.05% of the 13F portfolio, value $570,374.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 3,293 shares
    Change vs previous 13F -227 shares

    0.06% of the 13F portfolio, value $599,918.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 3,520 shares
    Change vs previous 13F +41 shares

    0.04% of the 13F portfolio, value $454,220.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 3,479 shares
    Change vs previous 13F +871 shares

    0.05% of the 13F portfolio, value $469,456.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 2,608 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $311,134.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 2,708 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $334,383.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 2,604 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $296,673.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 2,604 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $342,295.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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