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Tradewinds Capital Management, LLC: PSX position timeline

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

Tradewinds Capital Management, LLC held 34 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,748.

    13F-HR 0001616026-26-000007 filed by Tradewinds Capital 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 34 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,195.

    13F-HR 0001616026-26-000005 filed by Tradewinds Capital 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 34 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,388.

    13F-HR 0001616026-26-000002 filed by Tradewinds Capital 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 34 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $4,625.

    13F-HR 0001616026-25-000007 filed by Tradewinds Capital 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 34 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $4,057.

    13F-HR 0001616026-25-000004 filed by Tradewinds Capital 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 1,034 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $127,679.

    13F-HR 0001616026-25-000003 filed by Tradewinds Capital 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 1,034 shares
    Change vs previous 13F -291 shares

    0.03% of the 13F portfolio, value $117,804.

    13F-HR 0001616026-25-000001 filed by Tradewinds Capital 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 1,325 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $174,207.

    13F-HR 0001616026-24-000007 filed by Tradewinds Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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