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Wealth Alliance Advisory Group, LLC: PSX position timeline

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

Wealth Alliance Advisory Group, LLC held 7,854 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,854 shares
    Change vs previous 13F +32 shares

    0.19% of the 13F portfolio, value $1,327,721.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance Advisory Group, 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 7,822 shares
    Change vs previous 13F -291 shares

    0.23% of the 13F portfolio, value $1,424,936.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance Advisory Group, 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 8,113 shares
    Change vs previous 13F -88 shares

    0.18% of the 13F portfolio, value $1,046,956.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance Advisory Group, 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 8,201 shares
    Change vs previous 13F -739 shares

    0.2% of the 13F portfolio, value $1,115,477.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance Advisory Group, 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 8,940 shares
    Change vs previous 13F -90 shares

    0.2% of the 13F portfolio, value $1,066,542.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance Advisory Group, 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 9,030 shares
    Change vs previous 13F +294 shares

    0.23% of the 13F portfolio, value $1,115,024.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance Advisory Group, 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 8,736 shares
    Change vs previous 13F -401 shares

    0.21% of the 13F portfolio, value $995,307.

    13F-HR 0001667731-25-000036 filed by Wealth Alliance Advisory Group, 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 9,137 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,201,076.

    13F-HR 0001735734-24-000004 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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