Skip to content
Disclosery

Philip James Wealth Mangement, LLC: PSX position timeline

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

Philip James Wealth Mangement, LLC held 4,652 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 4,652 shares
    Change vs previous 13F -1,169 shares

    0.09% of the 13F portfolio, value $786,398.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 5,821 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $1,060,536.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 5,871 shares
    Change vs previous 13F -55 shares

    0.09% of the 13F portfolio, value $757,569.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 5,926 shares
    Change vs previous 13F -398 shares

    0.09% of the 13F portfolio, value $806,082.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 6,324 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $754,402.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 6,323 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $780,745.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 6,322 shares
    Change vs previous 13F -573 shares

    0.09% of the 13F portfolio, value $720,286.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 6,895 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $906,295.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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