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Disclosery

NWAM LLC: PSX position timeline

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

NWAM LLC held 3,047 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,047 shares
    Change vs previous 13F -1,038 shares

    0.03% of the 13F portfolio, value $515,155.

    13F-HR 0001655006-26-000005 filed by NWAM 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 4,085 shares
    Change vs previous 13F +759 shares

    0.04% of the 13F portfolio, value $744,252.

    13F-HR 0001655006-26-000004 filed by NWAM 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 3,326 shares
    Change vs previous 13F +236 shares

    0.03% of the 13F portfolio, value $464,973.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 3,090 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $403,765.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 3,182 shares
    Change vs previous 13F -406 shares

    0.02% of the 13F portfolio, value $392,502.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 3,588 shares
    Change vs previous 13F -288 shares

    0.04% of the 13F portfolio, value $443,065.

    13F-HR 0001085146-25-002583 filed by NWAM 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 3,876 shares
    Change vs previous 13F +85 shares

    0.03% of the 13F portfolio, value $441,610.

    13F-HR 0001085146-25-000766 filed by NWAM 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 3,791 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $498,347.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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