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Disclosery

Peterson Wealth Services: PSX position timeline

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

Peterson Wealth Services held 1,799 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,799 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $304,196.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 1,807 shares
    Change vs previous 13F +299 shares

    0.08% of the 13F portfolio, value $329,155.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 1,508 shares
    Change vs previous 13F -2,093 shares

    0.05% of the 13F portfolio, value $194,633.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 3,601 shares
    Change vs previous 13F +2,154 shares

    0.06% of the 13F portfolio, value $204,896.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 1,447 shares
    Change vs previous 13F -153 shares

    0.05% of the 13F portfolio, value $172,671.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 1,600 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $197,583.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 1,634 shares
    Change vs previous 13F +16 shares

    0.06% of the 13F portfolio, value $186,112.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 1,618 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $212,740.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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