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Disclosery

Fiduciary Alliance LLC: PSX position timeline

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

Fiduciary Alliance LLC held 6,208 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,208 shares
    Change vs previous 13F +78 shares

    0.07% of the 13F portfolio, value $1,049,497.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 6,130 shares
    Change vs previous 13F +157 shares

    0.06% of the 13F portfolio, value $989,599.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 5,973 shares
    Change vs previous 13F +16 shares

    0.05% of the 13F portfolio, value $770,810.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 5,957 shares
    Change vs previous 13F -677 shares

    0.05% of the 13F portfolio, value $810,263.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 6,634 shares
    Change vs previous 13F -1,679 shares

    0.06% of the 13F portfolio, value $791,381.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 8,313 shares
    Change vs previous 13F +754 shares

    0.1% of the 13F portfolio, value $1,026,538.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 7,559 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $861,220.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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