WealthPLAN Partners, LLC: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPLAN Partners, LLC on PSX, newest first. How the timeline and the estimate are built.
WealthPLAN Partners, LLC held 1,048 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 1,048 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $267,565.
13F-HR 0001639943-26-000006 filed by WealthPLAN Partners, LLC
Accepted , ingested