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Disclosery

HBK Sorce Advisory LLC: PSX position timeline

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

HBK Sorce Advisory LLC held 15,670 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,670 shares
    Change vs previous 13F -491 shares

    0.06% of the 13F portfolio, value $3,174,003.

    13F-HR 0001379995-26-000004 filed by HBK Sorce 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 16,161 shares
    Change vs previous 13F -1,476 shares

    0.06% of the 13F portfolio, value $2,772,545.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 17,637 shares
    Change vs previous 13F +348 shares

    0.06% of the 13F portfolio, value $2,783,169.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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/A 17,289 shares
    Change vs previous 13F -81 shares

    0.06% of the 13F portfolio, value $2,240,111.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 17,370 shares
    Change vs previous 13F -268 shares

    0.06% of the 13F portfolio, value $2,072,293.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 17,638 shares
    Change vs previous 13F +64 shares

    0.06% of the 13F portfolio, value $2,177,908.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 17,574 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $2,002,219.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 17,431 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,291,282.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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