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Advisory Resource Group: PSX position timeline

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

Advisory Resource Group held 193,572 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,572 shares
    Change vs previous 13F -14,544 shares

    4.92% of the 13F portfolio, value $32,723,397.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 208,116 shares
    Change vs previous 13F -30,171 shares

    6.52% of the 13F portfolio, value $37,914,550.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 238,287 shares
    Change vs previous 13F -1,211 shares

    5.41% of the 13F portfolio, value $30,748,532.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 239,498 shares
    Change vs previous 13F -19,399 shares

    5.84% of the 13F portfolio, value $32,576,530.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 258,897 shares
    Change vs previous 13F +2,570 shares

    5.94% of the 13F portfolio, value $30,886,379.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    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 256,327 shares
    Change vs previous 13F +16,300 shares

    6.45% of the 13F portfolio, value $31,651,284.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    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 240,027 shares
    Change vs previous 13F -1,500 shares

    5.8% of the 13F portfolio, value $27,346,307.

    13F-HR 0001764968-25-000001 filed by Advisory Resource Group
    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 241,527 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $31,748,717.

    13F-HR 0001764968-24-000004 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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