Skip to content
Disclosery

Dynamic Advisor Solutions LLC: PSX position timeline

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

Dynamic Advisor Solutions LLC held 11,026 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,026 shares
    Change vs previous 13F -185 shares

    0.05% of the 13F portfolio, value $1,863,894.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 11,211 shares
    Change vs previous 13F +292 shares

    0.06% of the 13F portfolio, value $2,042,355.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 10,919 shares
    Change vs previous 13F -891 shares

    0.05% of the 13F portfolio, value $1,408,939.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 11,810 shares
    Change vs previous 13F -103 shares

    0.05% of the 13F portfolio, value $1,606,433.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 11,913 shares
    Change vs previous 13F -246 shares

    0.04% of the 13F portfolio, value $1,421,226.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions 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 12,159 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,501,439.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions 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 12,158 shares
    Change vs previous 13F -277 shares

    0.06% of the 13F portfolio, value $1,385,176.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions 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 12,435 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,634,613.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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