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Scissortail Wealth Management, LLC: PSX position timeline

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

Scissortail Wealth Management, LLC held 30,510 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,510 shares
    Change vs previous 13F -15,660 shares

    0.99% of the 13F portfolio, value $5,157,716.

    13F-HR 0001906793-26-000003 filed by Scissortail Wealth Management, 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 46,170 shares
    Change vs previous 13F -1,308 shares

    1.69% of the 13F portfolio, value $8,411,251.

    13F-HR 0001906793-26-000002 filed by Scissortail Wealth Management, 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 47,478 shares
    Change vs previous 13F -253 shares

    1.4% of the 13F portfolio, value $6,126,502.

    13F-HR 0001906793-26-000001 filed by Scissortail Wealth Management, 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 47,731 shares
    Change vs previous 13F -15 shares

    1.42% of the 13F portfolio, value $6,492,308.

    13F-HR 0001906793-25-000006 filed by Scissortail Wealth Management, 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 47,746 shares
    Change vs previous 13F -400 shares

    1.37% of the 13F portfolio, value $5,696,043.

    13F-HR 0001906793-25-000004 filed by Scissortail Wealth Management, 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 48,146 shares
    Change vs previous 13F -143 shares

    1.53% of the 13F portfolio, value $5,945,011.

    13F-HR 0001906793-25-000002 filed by Scissortail Wealth Management, 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 48,289 shares
    Change vs previous 13F +48,269 shares

    1.41% of the 13F portfolio, value $5,501,513.

    13F-HR 0001906793-25-000001 filed by Scissortail Wealth Management, 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 20 shares
    Change vs previous 13F not available

    13F-HR 0001906793-24-000005 filed by Scissortail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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