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Disclosery

Clearstead Advisors, LLC: PSX position timeline

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

Clearstead Advisors, LLC held 9,870 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,870 shares
    Change vs previous 13F -794 shares

    0.02% of the 13F portfolio, value $1,668,600.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 10,664 shares
    Change vs previous 13F -1,520 shares

    0.02% of the 13F portfolio, value $1,942,784.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 12,184 shares
    Change vs previous 13F +382 shares

    0.02% of the 13F portfolio, value $1,572,193.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 11,802 shares
    Change vs previous 13F -3,080 shares

    0.02% of the 13F portfolio, value $1,605,375.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 14,882 shares
    Change vs previous 13F +1,430 shares

    0.02% of the 13F portfolio, value $1,775,446.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 13,452 shares
    Change vs previous 13F +444 shares

    0.03% of the 13F portfolio, value $1,661,040.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 13,008 shares
    Change vs previous 13F -806 shares

    0.02% of the 13F portfolio, value $1,481,996.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 13,814 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,815,874.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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