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River Wealth Advisors LLC: PSX position timeline

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

River Wealth Advisors LLC held 11,727 PSX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 11,727 shares
    Change vs previous 13F -183 shares

    0.21% of the 13F portfolio, value $1,982,488.

    13F-HR/A 0001642570-26-000008 filed by River Wealth Advisors 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 11,910 shares
    Change vs previous 13F -1,603 shares

    0.25% of the 13F portfolio, value $2,169,806.

    13F-HR 0001642570-26-000005 filed by River Wealth Advisors 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 13,513 shares
    Change vs previous 13F -1,457 shares

    0.2% of the 13F portfolio, value $1,743,679.

    13F-HR 0001642570-26-000003 filed by River Wealth Advisors 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 14,970 shares
    Change vs previous 13F -883 shares

    0.24% of the 13F portfolio, value $2,036,255.

    13F-HR 0001642570-25-000011 filed by River Wealth Advisors 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 15,853 shares
    Change vs previous 13F -3,472 shares

    0.24% of the 13F portfolio, value $1,891,209.

    13F-HR 0001642570-25-000009 filed by River Wealth Advisors 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 19,325 shares
    Change vs previous 13F -2,832 shares

    0.33% of the 13F portfolio, value $2,386,193.

    13F-HR 0001642570-25-000006 filed by River Wealth Advisors 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 22,157 shares
    Change vs previous 13F -1,791 shares

    0.33% of the 13F portfolio, value $2,524,385.

    13F-HR 0001642570-25-000004 filed by River Wealth Advisors 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 23,948 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,147,956.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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