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Disclosery

Carson Advisory Inc.: PSX position timeline

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

Carson Advisory Inc. held 1,221 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,221 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $206,366.

    13F-HR 0001909304-26-000005 filed by Carson Advisory 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 1,219 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $222,099.

    13F-HR 0001909304-26-000003 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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