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Quotient Wealth Partners, LLC: PSX position timeline

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

Quotient Wealth Partners, LLC held 21,077 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,077 shares
    Change vs previous 13F -2,468 shares

    0.08% of the 13F portfolio, value $3,563,141.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 23,545 shares
    Change vs previous 13F -6,832 shares

    0.11% of the 13F portfolio, value $4,289,341.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 30,377 shares
    Change vs previous 13F -6,485 shares

    0.1% of the 13F portfolio, value $3,919,839.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 36,862 shares
    Change vs previous 13F -2,780 shares

    0.14% of the 13F portfolio, value $5,014,024.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 39,642 shares
    Change vs previous 13F +232 shares

    0.14% of the 13F portfolio, value $4,729,257.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 39,410 shares
    Change vs previous 13F +3,736 shares

    0.16% of the 13F portfolio, value $4,866,300.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, 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 35,674 shares
    Change vs previous 13F -1,690 shares

    0.13% of the 13F portfolio, value $4,064,395.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 37,364 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,911,549.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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