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Chicago Partners Investment Group LLC: PSX position timeline

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

Chicago Partners Investment Group LLC held 19,950 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,950 shares
    Change vs previous 13F +4,745 shares

    0.08% of the 13F portfolio, value $4,129,189.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 15,205 shares
    Change vs previous 13F +3,502 shares

    0.05% of the 13F portfolio, value $2,442,683.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 11,703 shares
    Change vs previous 13F +328 shares

    0.04% of the 13F portfolio, value $1,656,437.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 11,375 shares
    Change vs previous 13F +3,371 shares

    0.04% of the 13F portfolio, value $1,520,428.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 ended2025-06-30
    13F 8,004 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $1,023,332.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 ended2025-03-31
    13F 7,460 shares
    Change vs previous 13F +856 shares

    0.03% of the 13F portfolio, value $787,356.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 ended2024-12-31
    13F 6,604 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $767,710.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    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 6,436 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $831,072.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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