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Disclosery

VIRGINIA WEALTH MANAGEMENT GROUP, INC.: PSX position timeline

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

VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 37,694 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,694 shares
    Change vs previous 13F +38 shares

    3.17% of the 13F portfolio, value $6,372,178.

    13F-HR 0001898282-26-000003 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 37,656 shares
    Change vs previous 13F +6,938 shares

    3.67% of the 13F portfolio, value $6,860,108.

    13F-HR 0001898282-26-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 30,718 shares
    Change vs previous 13F +299 shares

    2.32% of the 13F portfolio, value $3,963,837.

    13F-HR 0001898282-26-000001 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 30,419 shares
    Change vs previous 13F +573 shares

    2.38% of the 13F portfolio, value $4,137,537.

    13F-HR 0001898282-25-000002 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 29,846 shares
    Change vs previous 13F +709 shares

    2.16% of the 13F portfolio, value $3,560,608.

    13F-HR 0001085146-25-003923 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 29,137 shares
    Change vs previous 13F -1,176 shares

    2.22% of the 13F portfolio, value $3,597,777.

    13F-HR 0001085146-25-002108 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 30,313 shares
    Change vs previous 13F +246 shares

    2.14% of the 13F portfolio, value $3,453,513.

    13F-HR 0001085146-25-000503 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    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 30,067 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,952,288.

    13F-HR 0001085146-24-004734 filed by VIRGINIA WEALTH MANAGEMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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