Ellis Investment Partners, LLC: PSX position timeline

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

Ellis Investment Partners, LLC held 1,366 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 1,366 shares
Change vs previous 13F +186 shares
0.03% of the 13F portfolio, value $230,974.
13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,180 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $215,075.
13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).