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Disclosery

Gladstone Institutional Advisory LLC: PSX position timeline

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

Gladstone Institutional Advisory LLC held 31,383 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,383 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $5,305,367.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 31,386 shares
    Change vs previous 13F -2,435 shares

    0.21% of the 13F portfolio, value $5,717,973.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 33,821 shares
    Change vs previous 13F -1,557 shares

    0.16% of the 13F portfolio, value $4,364,320.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 35,378 shares
    Change vs previous 13F -684 shares

    0.19% of the 13F portfolio, value $4,812,077.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 36,062 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $4,302,231.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 35,866 shares
    Change vs previous 13F +3,331 shares

    0.21% of the 13F portfolio, value $4,428,754.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 32,535 shares
    Change vs previous 13F +3,341 shares

    0.17% of the 13F portfolio, value $3,706,682.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 29,194 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,837,508.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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