Gary Goldberg Planning Services Inc: PSX position timeline

Gary Goldberg Planning Services Inc held 2,975 PSX shares at 2014-12-31 per its 13F-HR filed 2015-02-09.

the latest 13F is the newest step

1. period ended2014-12-31

   13F 2,975 shares

   Change vs previous 13F -75 shares

   0.09% of the 13F portfolio, value $213,000.

   13F-HR 0001019687-15-000490 filed by Gary Goldberg Planning Services Inc
   Filed 2015-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 19:17:13 UTC

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

2. period ended2014-09-30

   13F 3,050 shares

   Change vs previous 13F -15 shares

   0.1% of the 13F portfolio, value $248,000.

   13F-HR 0001019687-14-004141 filed by Gary Goldberg Planning Services Inc
   Filed 2014-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 19:26:03 UTC

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

3. period ended2014-06-30

   13F 3,065 shares

   Change vs previous 13F +196 shares

   0.11% of the 13F portfolio, value $247,000.

   13F-HR 0001019687-14-002977 filed by Gary Goldberg Planning Services Inc
   Filed 2014-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

4. period ended2014-03-31

   13F 2,869 shares

   Change vs previous 13F -453 shares

   0.11% of the 13F portfolio, value $221,000.

   13F-HR 0001019687-14-001683 filed by Gary Goldberg Planning Services Inc
   Filed 2014-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

5. period ended2013-12-31

   13F 3,322 shares

   Change vs previous 13F -553 shares

   0.15% of the 13F portfolio, value $256,000.

   13F-HR 0001019687-14-000395 filed by Gary Goldberg Planning Services Inc
   Filed 2014-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

6. period ended2013-09-30

   13F 3,875 shares

   Change vs previous 13F -397 shares

   0.14% of the 13F portfolio, value $224,000.

   13F-HR 0001019687-13-004098 filed by Gary Goldberg Planning Services Inc
   Filed 2013-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

7. period ended2013-06-30

   13F 4,272 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $252,000.

   13F-HR 0001019687-13-003212 filed by Gary Goldberg Planning Services Inc
   Filed 2013-08-19 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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