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CAPTRUST FINANCIAL ADVISORS: PXF position timeline

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

CAPTRUST FINANCIAL ADVISORS held 144,507 PXF 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 144,507 shares
    Change vs previous 13F -121,433 shares

    0.02% of the 13F portfolio, value $10,930,496.

    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 265,940 shares
    Change vs previous 13F +1,021 shares

    0.02% of the 13F portfolio, value $9,955,688.

    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 264,919 shares
    Change vs previous 13F +133,160 shares

    0.02% of the 13F portfolio, value $9,276,323.

    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 131,759 shares
    Change vs previous 13F +1,502 shares

    0.02% of the 13F portfolio, value $8,060,360.

    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 130,257 shares
    Change vs previous 13F +1,723 shares

    0.02% of the 13F portfolio, value $7,479,370.

    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 128,534 shares
    Change vs previous 13F +3,917 shares

    0.02% of the 13F portfolio, value $6,682,463.

    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 124,617 shares
    Change vs previous 13F -1,318 shares

    0.02% of the 13F portfolio, value $5,967,898.

    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 125,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,565,015.

    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).