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Disclosery

Naviter Wealth, LLC: PSX position timeline

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

Naviter Wealth, LLC held 8,311 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,311 shares
    Change vs previous 13F +112 shares

    0.13% of the 13F portfolio, value $1,404,975.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 8,199 shares
    Change vs previous 13F +283 shares

    0.19% of the 13F portfolio, value $1,493,694.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 7,916 shares
    Change vs previous 13F -354 shares

    0.13% of the 13F portfolio, value $1,021,481.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 8,270 shares
    Change vs previous 13F +15 shares

    0.13% of the 13F portfolio, value $1,124,885.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 8,255 shares
    Change vs previous 13F -902 shares

    0.12% of the 13F portfolio, value $984,822.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 9,157 shares
    Change vs previous 13F -96 shares

    0.14% of the 13F portfolio, value $1,114,956.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 9,253 shares
    Change vs previous 13F +5,022 shares

    0.13% of the 13F portfolio, value $1,054,194.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 4,231 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $556,165.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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