Skip to content
Disclosery

Advisors Capital Management, LLC: PSX position timeline

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

Advisors Capital Management, LLC held 81,597 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 81,597 shares
    Change vs previous 13F +2,759 shares

    0.15% of the 13F portfolio, value $13,794,113.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 78,838 shares
    Change vs previous 13F +4,987 shares

    0.17% of the 13F portfolio, value $14,362,838.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    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 73,851 shares
    Change vs previous 13F +6,164 shares

    0.11% of the 13F portfolio, value $9,529,837.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    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 67,687 shares
    Change vs previous 13F +1,488 shares

    0.11% of the 13F portfolio, value $9,206,892.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    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 66,199 shares
    Change vs previous 13F +2,766 shares

    0.11% of the 13F portfolio, value $7,897,660.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 63,433 shares
    Change vs previous 13F +4,002 shares

    0.12% of the 13F portfolio, value $7,832,819.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 59,431 shares
    Change vs previous 13F +2,019 shares

    0.11% of the 13F portfolio, value $6,771,053.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 57,412 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,547,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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