Skip to content
Disclosery

Moser Wealth Advisors, LLC: PSX position timeline

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

Moser Wealth Advisors, LLC held 17,541 PSX shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 17,541 shares
    Change vs previous 13F +661 shares

    1% of the 13F portfolio, value $2,092,613.

    13F-HR 0001803081-25-000003 filed by Moser Wealth 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 ended2025-03-31
    13F 16,880 shares
    Change vs previous 13F -340 shares

    1.09% of the 13F portfolio, value $2,084,344.

    13F-HR 0001803081-25-000002 filed by Moser Wealth 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 ended2024-12-31
    13F 17,220 shares
    Change vs previous 13F -192 shares

    1.02% of the 13F portfolio, value $1,961,925.

    13F-HR 0001803081-25-000001 filed by Moser Wealth 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 ended2024-09-30
    13F 17,412 shares
    Change vs previous 13F +358 shares

    1.19% of the 13F portfolio, value $2,288,777.

    13F-HR 0001803081-24-000004 filed by Moser Wealth 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 ended2024-06-30
    13F 17,054 shares
    Change vs previous 13F +333 shares

    1.31% of the 13F portfolio, value $2,407,451.

    13F-HR 0001803081-24-000003 filed by Moser Wealth 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 ended2024-03-31
    13F 16,721 shares
    Change vs previous 13F +8 shares

    1.52% of the 13F portfolio, value $2,731,130.

    13F-HR 0001803081-24-000002 filed by Moser Wealth 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 ended2023-12-31
    13F 16,713 shares
    Change vs previous 13F +98 shares

    1.42% of the 13F portfolio, value $2,225,212.

    13F-HR 0001803081-24-000001 filed by Moser Wealth 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 ended2023-09-30
    13F 16,615 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,996,293.

    13F-HR 0001803081-23-000004 filed by Moser Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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