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Wealthcare Advisory Partners LLC: PSX position timeline

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

Wealthcare Advisory Partners LLC held 6,076 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,076 shares
    Change vs previous 13F -4,662 shares

    0.02% of the 13F portfolio, value $1,027,073.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 4,438 shares
    • Wealthcare Capital Partners, LLC: 1,638 shares

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

  2. period ended2026-03-31
    13F 10,738 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $1,956,175.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,129 shares
    • Wealthcare Capital Partners, LLC: 1,609 shares

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

  3. period ended2025-12-31
    13F 10,751 shares
    Change vs previous 13F -686 shares

    0.03% of the 13F portfolio, value $1,387,349.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,154 shares
    • Wealthcare Capital Partners, LLC: 1,597 shares

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

  4. period ended2025-09-30
    13F 11,437 shares
    Change vs previous 13F +1,551 shares

    0.03% of the 13F portfolio, value $1,555,635.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,852 shares
    • Wealthcare Capital Partners, LLC: 1,585 shares

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

  5. period ended2025-06-30
    13F 9,886 shares
    Change vs previous 13F -1,624 shares

    0.03% of the 13F portfolio, value $1,179,375.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,886 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 11,510 shares
    Change vs previous 13F +1,719 shares

    0.04% of the 13F portfolio, value $1,421,174.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 9,726 shares
    • Wealthcare Capital Partners, LLC: 1,784 shares

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

  7. period ended2024-12-31
    13F 9,791 shares
    Change vs previous 13F -228 shares

    0.03% of the 13F portfolio, value $1,115,461.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    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 10,019 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,316,973.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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