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PINKERTON WEALTH, LLC: PSX position timeline

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

PINKERTON WEALTH, LLC held 41,681 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,681 shares
    Change vs previous 13F -1,110 shares

    0.65% of the 13F portfolio, value $7,593,462.

    13F-HR 0001104659-26-088550 filed by PINKERTON 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 42,791 shares
    Change vs previous 13F -497 shares

    0.5% of the 13F portfolio, value $5,521,726.

    13F-HR 0001104659-26-041344 filed by PINKERTON 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 43,288 shares
    Change vs previous 13F -92 shares

    0.57% of the 13F portfolio, value $5,585,900.

    13F-HR 0001104659-26-011341 filed by PINKERTON 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 43,380 shares
    Change vs previous 13F +3,400 shares

    0.63% of the 13F portfolio, value $5,900,570.

    13F-HR 0001104659-25-110864 filed by PINKERTON 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 39,980 shares
    Change vs previous 13F +3,037 shares

    0.57% of the 13F portfolio, value $4,769,569.

    13F-HR 0001104659-25-077418 filed by PINKERTON 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 36,943 shares
    Change vs previous 13F +1,987 shares

    0.59% of the 13F portfolio, value $4,561,677.

    13F-HR 0001104659-25-043901 filed by PINKERTON 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 34,956 shares
    Change vs previous 13F +2,601 shares

    0.58% of the 13F portfolio, value $3,982,526.

    13F-HR 0001104659-25-014413 filed by PINKERTON 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 32,355 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,253,017.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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