Skip to content
Disclosery

Annex Advisory Services, LLC: PSX position timeline

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

Annex Advisory Services, LLC held 2,877 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,877 shares
    Change vs previous 13F -733 shares

    0.01% of the 13F portfolio, value $486,357.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 3,610 shares
    Change vs previous 13F -566 shares

    0.01% of the 13F portfolio, value $657,625.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 4,176 shares
    Change vs previous 13F -437 shares

    0.01% of the 13F portfolio, value $538,839.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 4,613 shares
    Change vs previous 13F -1,414 shares

    0.01% of the 13F portfolio, value $627,512.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 6,027 shares
    Change vs previous 13F -3,649 shares

    0.02% of the 13F portfolio, value $719,030.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 9,676 shares
    Change vs previous 13F -153,246 shares

    0.03% of the 13F portfolio, value $1,194,767.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 162,922 shares
    Change vs previous 13F +33,290 shares

    0.56% of the 13F portfolio, value $18,561,722.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 129,632 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $17,040,180.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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