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Disclosery

Caprock Group, LLC: PSX position timeline

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

Caprock Group, LLC held 17,508 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,508 shares
    Change vs previous 13F +241 shares

    0.06% of the 13F portfolio, value $2,959,920.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 17,267 shares
    Change vs previous 13F -1,082 shares

    0.08% of the 13F portfolio, value $3,145,802.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 18,349 shares
    Change vs previous 13F +454 shares

    0.05% of the 13F portfolio, value $2,367,816.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 17,895 shares
    Change vs previous 13F +3,520 shares

    0.06% of the 13F portfolio, value $2,411,969.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 14,375 shares
    Change vs previous 13F +3,203 shares

    0.05% of the 13F portfolio, value $1,775,065.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,172 shares
    Change vs previous 13F +1,478 shares

    0.04% of the 13F portfolio, value $1,272,880.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,694 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,274,351.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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