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Disclosery

Uniting Wealth Partners, LLC: PSX position timeline

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

Uniting Wealth Partners, LLC held 2,309 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,309 shares
    Change vs previous 13F -149 shares

    0.08% of the 13F portfolio, value $390,276.

    13F-HR 0001951757-26-001135 filed by Uniting 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 2,458 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $447,818.

    13F-HR 0001951757-26-000696 filed by Uniting 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 2,430 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $313,598.

    13F-HR 0001951757-26-000429 filed by Uniting 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 2,426 shares
    Change vs previous 13F -983 shares

    0.08% of the 13F portfolio, value $329,992.

    13F-HR 0001951757-25-001316 filed by Uniting 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 3,409 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $406,665.

    13F-HR 0001951757-25-001027 filed by Uniting 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 3,404 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $420,299.

    13F-HR 0001951757-25-000447 filed by Uniting 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 3,399 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $387,291.

    13F-HR 0001951757-25-000248 filed by Uniting Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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