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Disclosery

Baring Financial LLC: PSX position timeline

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

Baring Financial LLC held 5,030 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,030 shares
    Change vs previous 13F +3 shares

    0.69% of the 13F portfolio, value $1,284,181.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,027 shares
    Change vs previous 13F -185 shares

    0.47% of the 13F portfolio, value $849,876.

    13F-HR 0002052588-26-000003 filed by Baring Financial 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 5,212 shares
    Change vs previous 13F +45 shares

    0.58% of the 13F portfolio, value $949,516.

    13F-HR 0002052588-26-000002 filed by Baring Financial 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 5,167 shares
    Change vs previous 13F -17 shares

    0.41% of the 13F portfolio, value $666,731.

    13F-HR 0002052588-26-000001 filed by Baring Financial 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 5,184 shares
    Change vs previous 13F -100 shares

    0.48% of the 13F portfolio, value $705,128.

    13F-HR 0002052588-25-000006 filed by Baring Financial 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 5,284 shares
    Change vs previous 13F -50 shares

    0.47% of the 13F portfolio, value $630,381.

    13F-HR 0002052588-25-000004 filed by Baring Financial 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 5,334 shares
    Change vs previous 13F -234 shares

    0.55% of the 13F portfolio, value $658,642.

    13F-HR 0002052588-25-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,568 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $634,358.

    13F-HR 0002052588-25-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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