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Atlas Legacy Advisors, LLC: PSX position timeline

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

Atlas Legacy Advisors, LLC held 5,585 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,585 shares
    Change vs previous 13F +395 shares

    0.14% of the 13F portfolio, value $932,127.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, 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 5,190 shares
    Change vs previous 13F -314 shares

    0.17% of the 13F portfolio, value $945,432.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, 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 5,504 shares
    Change vs previous 13F +307 shares

    0.13% of the 13F portfolio, value $713,942.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, 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 5,197 shares
    Change vs previous 13F +543 shares

    0.14% of the 13F portfolio, value $706,896.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, 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 4,654 shares
    Change vs previous 13F +1,947 shares

    0.12% of the 13F portfolio, value $555,222.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, 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 2,707 shares
    Change vs previous 13F -1,950 shares

    0.08% of the 13F portfolio, value $334,260.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, 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 4,657 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $530,572.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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