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Disciplined Investments, LLC: PSX position timeline

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

Disciplined Investments, LLC held 47,936 PSX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 47,936 shares
    Change vs previous 13F +5,155 shares

    2.62% of the 13F portfolio, value $8,103,564.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, 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 42,781 shares
    Change vs previous 13F -2,710 shares

    2.8% of the 13F portfolio, value $7,793,824.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, 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 45,491 shares
    Change vs previous 13F +189 shares

    2.26% of the 13F portfolio, value $5,870,146.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, 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 45,302 shares
    Change vs previous 13F -292 shares

    2.45% of the 13F portfolio, value $6,162,033.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, 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 45,594 shares
    Change vs previous 13F -6,154 shares

    2.3% of the 13F portfolio, value $5,439,413.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, 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 51,748 shares
    Change vs previous 13F +274 shares

    2.93% of the 13F portfolio, value $6,389,893.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, 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 51,474 shares
    Change vs previous 13F -297 shares

    2.89% of the 13F portfolio, value $5,864,449.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, 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 51,771 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $6,805,351.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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