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Disclosery

Allworth Financial LP: PSX position timeline

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

Allworth Financial LP held 23,029 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 23,029 shares
    Change vs previous 13F -38,836 shares

    0.02% of the 13F portfolio, value $3,893,061.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 61,865 shares
    Change vs previous 13F +174 shares

    0.05% of the 13F portfolio, value $11,270,527.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 61,691 shares
    Change vs previous 13F +43,277 shares

    0.03% of the 13F portfolio, value $7,960,551.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 18,414 shares
    Change vs previous 13F +1,855 shares

    0.01% of the 13F portfolio, value $2,504,737.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 16,559 shares
    Change vs previous 13F +4,319 shares

    0.01% of the 13F portfolio, value $1,975,497.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 12,240 shares
    Change vs previous 13F -3,022 shares

    0.01% of the 13F portfolio, value $1,281,449.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 15,262 shares
    Change vs previous 13F +2,484 shares

    0.01% of the 13F portfolio, value $1,809,301.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 12,778 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,679,705.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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