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Disclosery

D.A. DAVIDSON & CO.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PSX, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 96,251 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,251 shares
    Change vs previous 13F -1,201 shares

    0.09% of the 13F portfolio, value $16,271,375.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 97,452 shares
    Change vs previous 13F -774 shares

    0.11% of the 13F portfolio, value $17,753,825.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 98,226 shares
    Change vs previous 13F -1,593 shares

    0.08% of the 13F portfolio, value $12,675,211.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 99,819 shares
    Change vs previous 13F +2,845 shares

    0.09% of the 13F portfolio, value $13,577,421.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 96,974 shares
    Change vs previous 13F +917 shares

    0.08% of the 13F portfolio, value $11,569,040.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 96,057 shares
    Change vs previous 13F +32,859 shares

    0.1% of the 13F portfolio, value $11,861,227.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 63,198 shares
    Change vs previous 13F +1,255 shares

    0.06% of the 13F portfolio, value $7,200,151.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 61,943 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,142,538.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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