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Stratos Wealth Partners, LTD.: PSX position timeline

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

Stratos Wealth Partners, LTD. held 30,375 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,375 shares
    Change vs previous 13F -22,878 shares

    0.04% of the 13F portfolio, value $5,135,282.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 17,499 shares
    • Stratos Wealth Advisors, LLC: 2,560 shares
    • Stratos Investment Management, LLC: 10,316 shares

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

  2. period ended2026-03-31
    13F 53,253 shares
    Change vs previous 13F -1,919 shares

    0.08% of the 13F portfolio, value $9,701,922.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 19,096 shares
    • Stratos Wealth Advisors, LLC: 2,485 shares
    • Stratos Investment Management, LLC: 31,672 shares

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

  3. period ended2025-12-31
    13F 55,172 shares
    Change vs previous 13F +570 shares

    0.05% of the 13F portfolio, value $7,119,621.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 19,281 shares
    • Stratos Wealth Advisors, LLC: 3,163 shares
    • Stratos Investment Management, LLC: 32,728 shares

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

  4. period ended2025-09-30
    13F 54,602 shares
    Change vs previous 13F +2,184 shares

    0.06% of the 13F portfolio, value $7,427,058.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 18,855 shares
    • Stratos Wealth Advisors, LLC: 3,461 shares
    • Stratos Investment Management, LLC: 32,286 shares

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

  5. period ended2025-06-30
    13F 52,418 shares
    Change vs previous 13F +1,428 shares

    0.05% of the 13F portfolio, value $6,253,718.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 17,807 shares
    • Stratos Wealth Advisors, LLC: 2,954 shares
    • Stratos Investment Management, LLC: 31,657 shares

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

  6. period ended2025-03-31
    13F 50,990 shares
    Change vs previous 13F +4,579 shares

    0.06% of the 13F portfolio, value $6,296,463.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 18,344 shares
    • Stratos Wealth Advisors, LLC: 2,963 shares
    • Stratos Investment Management, LLC: 29,683 shares

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

  7. period ended2024-12-31
    13F 46,411 shares
    Change vs previous 13F -3,128 shares

    0.05% of the 13F portfolio, value $5,287,710.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 19,553 shares
    • Stratos Wealth Advisors, LLC: 2,937 shares
    • Stratos Investment Management, LLC: 23,921 shares

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

  8. period ended2024-09-30
    13F 49,539 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,512,107.

    13F-HR 0001085146-24-004984 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 20,369 shares
    • Stratos Wealth Advisors, LLC: 3,645 shares
    • Stratos Investment Management, LLC: 25,525 shares

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