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Focus Partners Wealth: PSX position timeline

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

Focus Partners Wealth held 597,321 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 597,321 shares
    Change vs previous 13F +28,133 shares

    0.09% of the 13F portfolio, value $100,977,513.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 566,960 shares
    • Focus Partners Advisor Solutions, LLC: 30,361 shares

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

  2. period ended2026-03-31
    13F 569,188 shares
    Change vs previous 13F +24,456 shares

    0.1% of the 13F portfolio, value $103,641,616.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 538,005 shares
    • Focus Partners Advisor Solutions, LLC: 31,183 shares

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

  3. period ended2025-12-31
    13F 544,732 shares
    Change vs previous 13F +85,865 shares

    0.07% of the 13F portfolio, value $71,640,882.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 515,909 shares
    • Focus Partners Advisor Solutions, LLC: 28,823 shares

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

  4. period ended2025-09-30
    13F 458,867 shares
    Change vs previous 13F +41,487 shares

    0.09% of the 13F portfolio, value $62,479,674.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 427,858 shares
    • Focus Partners Advisor Solutions, LLC: 31,009 shares

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

  5. period ended2025-06-30
    13F 417,380 shares
    Change vs previous 13F -3,927 shares

    0.09% of the 13F portfolio, value $49,793,939.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 405,659 shares
    • Focus Partners Advisor Solutions, LLC: 11,721 shares

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

  6. period ended2025-03-31
    13F/A 421,307 shares
    Change vs previous 13F +9,323 shares

    0.11% of the 13F portfolio, value $52,023,359.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 409,156 shares
    • Focus Partners Advisor Solutions, LLC: 12,151 shares

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

  7. period ended2024-12-31
    13F/A 411,984 shares
    Change vs previous 13F +71,386 shares

    0.11% of the 13F portfolio, value $46,937,698.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 402,543 shares
    • Focus Partners Advisor Solutions, LLC: 9,441 shares

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

  8. period ended2024-09-30
    13F 340,598 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $44,771,975.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 331,624 shares
    • Focus Partners Advisor Solutions, LLC: 8,974 shares

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