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Disclosery

Demars Financial Group, LLC: PSX position timeline

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

Demars Financial Group, LLC held 3,635 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,635 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $614,512.

    13F-HR 0001723115-26-000004 filed by Demars Financial 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 3,635 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $662,210.

    13F-HR 0001723115-26-000003 filed by Demars Financial 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 3,635 shares
    Change vs previous 13F -335 shares

    0.16% of the 13F portfolio, value $469,027.

    13F-HR 0001723115-26-000001 filed by Demars Financial 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 3,970 shares
    Change vs previous 13F -459 shares

    0.19% of the 13F portfolio, value $539,938.

    13F-HR 0001723115-25-000007 filed by Demars Financial 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 4,429 shares
    Change vs previous 13F -537,278 shares

    0.2% of the 13F portfolio, value $528,421.

    13F-HR 0001723115-25-000004 filed by Demars Financial 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 541,707 shares
    Change vs previous 13F +95,671 shares

    0.67% of the 13F portfolio, value $4,387.

    13F-HR 0001723115-25-000003 filed by Demars Financial 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 446,036 shares
    Change vs previous 13F +441,784 shares

    0.57% of the 13F portfolio, value $3,915.

    13F-HR 0001723115-25-000002 filed by Demars Financial 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 4,252 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $558,925.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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