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Disclosery

Adero Partners, LLC: PSX position timeline

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

Adero Partners, LLC held 2,032 PSX shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,032 shares
    Change vs previous 13F +132 shares

    0.02% of the 13F portfolio, value $250,911.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,900 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $216,467.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,832 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $240,816.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,769 shares
    Change vs previous 13F +153 shares

    0.02% of the 13F portfolio, value $249,730.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,616 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $263,957.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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