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William B. Walkup & Associates, Inc.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William B. Walkup & Associates, Inc. on PSX, newest first. How the timeline and the estimate are built.

William B. Walkup & Associates, Inc. held 15,792 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,792 shares
    Change vs previous 13F +130 shares

    1.29% of the 13F portfolio, value $2,669,638.

    13F-HR 0002034054-26-000003 filed by William B. Walkup & Associates, 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 15,662 shares
    Change vs previous 13F -115 shares

    1.15% of the 13F portfolio, value $1,933,944.

    13F-HR 0002034054-26-000002 filed by William B. Walkup & Associates, 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 15,777 shares
    Change vs previous 13F +16 shares

    1.11% of the 13F portfolio, value $2,035,864.

    13F-HR 0002034054-26-000001 filed by William B. Walkup & Associates, 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 15,761 shares
    Change vs previous 13F +99 shares

    1.15% of the 13F portfolio, value $2,143,811.

    13F-HR 0002034054-25-000008 filed by William B. Walkup & Associates, 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 15,662 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,868,477.

    13F-HR 0002034054-25-000006 filed by William B. Walkup & Associates, 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 15,662 shares
    Change vs previous 13F +628 shares

    1.18% of the 13F portfolio, value $1,933,944.

    13F-HR 0002034054-25-000002 filed by William B. Walkup & Associates, 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 15,034 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,712,824.

    13F-HR 0002034054-25-000001 filed by William B. Walkup & Associates, 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 15,034 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,976,219.

    13F-HR 0002034054-24-000002 filed by William B. Walkup & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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