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CAPTRUST FINANCIAL ADVISORS: PSX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 150,014 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,014 shares
    Change vs previous 13F -1,890 shares

    0.04% of the 13F portfolio, value $25,359,929.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 151,904 shares
    Change vs previous 13F -1,884 shares

    0.05% of the 13F portfolio, value $27,674,729.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 153,788 shares
    Change vs previous 13F +17,866 shares

    0.04% of the 13F portfolio, value $19,844,805.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 135,922 shares
    Change vs previous 13F +10,891 shares

    0.04% of the 13F portfolio, value $18,488,144.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 125,031 shares
    Change vs previous 13F -316 shares

    0.03% of the 13F portfolio, value $14,916,203.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 125,347 shares
    Change vs previous 13F -830 shares

    0.04% of the 13F portfolio, value $15,477,856.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 126,177 shares
    Change vs previous 13F +2,325 shares

    0.04% of the 13F portfolio, value $14,375,297.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 123,852 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,280,392.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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