VANCE WEALTH, LLC: PSX position timeline

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

VANCE WEALTH, LLC held 1,332 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,332 shares
Change vs previous 13F -188 shares
0.05% of the 13F portfolio, value $225,114.
13F-HR 0001951757-26-001264 filed by VANCE WEALTH, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,520 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $276,950.
13F-HR 0001951757-26-000879 filed by VANCE WEALTH, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).