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Disclosery

Herold Advisors, Inc.: PSX position timeline

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

Herold Advisors, Inc. held 15,842 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,842 shares
    Change vs previous 13F -279 shares

    0.53% of the 13F portfolio, value $2,679,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 16,121 shares
    Change vs previous 13F -104 shares

    0.64% of the 13F portfolio, value $2,936,891.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 16,225 shares
    Change vs previous 13F -278 shares

    0.47% of the 13F portfolio, value $2,093,629.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 16,503 shares
    Change vs previous 13F +1,031 shares

    0.52% of the 13F portfolio, value $2,244,785.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 15,472 shares
    Change vs previous 13F -4,451 shares

    0.39% of the 13F portfolio, value $1,845,818.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 19,923 shares
    Change vs previous 13F -4,598 shares

    0.54% of the 13F portfolio, value $2,460,155.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 24,521 shares
    Change vs previous 13F -1,014 shares

    0.61% of the 13F portfolio, value $2,793,698.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 25,535 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,356,701.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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