Skip to content
Disclosery

Waverly Advisors, LLC: PSX position timeline

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

Waverly Advisors, LLC held 40,457 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,457 shares
    Change vs previous 13F +6,117 shares

    0.04% of the 13F portfolio, value $6,839,269.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 34,340 shares
    Change vs previous 13F -467 shares

    0.05% of the 13F portfolio, value $6,256,126.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 34,807 shares
    Change vs previous 13F -6,559 shares

    0.04% of the 13F portfolio, value $4,491,514.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 41,366 shares
    Change vs previous 13F -6,648 shares

    0.06% of the 13F portfolio, value $5,626,547.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 48,014 shares
    Change vs previous 13F -2,424 shares

    0.06% of the 13F portfolio, value $5,728,019.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 50,438 shares
    Change vs previous 13F +43,100 shares

    0.08% of the 13F portfolio, value $6,228,049.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 7,338 shares
    Change vs previous 13F +2,156 shares

    0.01% of the 13F portfolio, value $836,009.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 5,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $681,154.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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