Farther Finance Advisors, LLC: PSX position timeline

Farther Finance Advisors, LLC held 36,575 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 36,575 shares

   Change vs previous 13F +2,876 shares

   0.07% of the 13F portfolio, value $9,338,011.

   13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
   Accepted 2026-10-08 20:04:34 UTC, ingested 2026-10-08 20:04:54 UTC

2. period ended2026-06-30

   13F 33,699 shares

   Change vs previous 13F +5,016 shares

   0.04% of the 13F portfolio, value $5,702,237.

   13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
   Filed 2026-07-17 (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).

3. period ended2026-03-31

   13F 28,683 shares

   Change vs previous 13F -2,278 shares

   0.05% of the 13F portfolio, value $5,037,941.

   13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
   Filed 2026-04-07 (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).

4. period ended2025-12-31

   13F 30,961 shares

   Change vs previous 13F +11,214 shares

   0.04% of the 13F portfolio, value $3,995,220.

   13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 19,747 shares

   Change vs previous 13F +5,201 shares

   0.04% of the 13F portfolio, value $2,686,043.

   13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 14,546 shares

   Change vs previous 13F +988 shares

   0.03% of the 13F portfolio, value $1,735,366.

   13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 13,558 shares

   Change vs previous 13F +5,372 shares

   0.04% of the 13F portfolio, value $1,685,890.

   13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 8,186 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $932,626.

   13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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