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Disclosery

Apella Capital, LLC: PSX position timeline

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

Apella Capital, LLC held 4,668 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,668 shares
    Change vs previous 13F +1,012 shares

    0.02% of the 13F portfolio, value $1,267,976.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,656 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $653,872.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,529 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $551,851.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,255 shares
    Change vs previous 13F +292 shares

    0.01% of the 13F portfolio, value $420,079.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,963 shares
    Change vs previous 13F +948 shares

    0.01% of the 13F portfolio, value $380,377.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,015 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $254,735.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,586.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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