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Disclosery

WETZEL INVESTMENT ADVISORS, INC.: PSX position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 1,046 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,046 shares
    Change vs previous 13F +1,046 shares

    0.09% of the 13F portfolio, value $267,054.

    13F-HR 0002009211-26-000006 filed by WETZEL INVESTMENT ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,294 shares

    13F-HR 0002009211-26-000004 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 1,294 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $235,741.

    13F-HR 0002009211-26-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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