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Disclosery

Blue Trust, Inc.: PSX position timeline

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

Blue Trust, Inc. held 3,368 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,368 shares
    Change vs previous 13F -334 shares

    0.01% of the 13F portfolio, value $569,405.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 3,702 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $674,519.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 3,717 shares
    Change vs previous 13F -124 shares

    0.01% of the 13F portfolio, value $479,703.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 3,841 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $522,392.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 3,636 shares
    Change vs previous 13F +65 shares

    0.01% of the 13F portfolio, value $433,727.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 3,571 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $440,887.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 3,553 shares
    Change vs previous 13F -3,415 shares

    0.01% of the 13F portfolio, value $404,749.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 6,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $983,624.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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