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Caerus Investment Advisors, LLC: PSX position timeline

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

Caerus Investment Advisors, LLC held 6,420 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,420 shares
    Change vs previous 13F +493 shares

    0.37% of the 13F portfolio, value $1,085,301.

    13F-HR 0001862682-26-000003 filed by Caerus Investment 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 5,927 shares
    Change vs previous 13F -2,221 shares

    0.46% of the 13F portfolio, value $1,079,781.

    13F-HR 0001862682-26-000002 filed by Caerus Investment 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 8,148 shares
    Change vs previous 13F +2,614 shares

    0.35% of the 13F portfolio, value $1,051,418.

    13F-HR 0001862682-26-000001 filed by Caerus Investment 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 5,534 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $752,735.

    13F-HR 0001862682-25-000002 filed by Caerus Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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