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Disclosery

Horizon Investments, LLC: PSX position timeline

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

Horizon Investments, LLC held 15,090 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,090 shares
    Change vs previous 13F -61,292 shares

    0.03% of the 13F portfolio, value $2,550,964.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 76,382 shares
    Change vs previous 13F +13,092 shares

    0.16% of the 13F portfolio, value $13,915,273.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 63,290 shares
    Change vs previous 13F +52,348 shares

    0.1% of the 13F portfolio, value $8,166,942.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 10,942 shares
    Change vs previous 13F +2,153 shares

    0.02% of the 13F portfolio, value $1,488,331.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 8,789 shares
    Change vs previous 13F -1,074 shares

    0.02% of the 13F portfolio, value $1,048,528.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 9,863 shares
    Change vs previous 13F +137 shares

    0.04% of the 13F portfolio, value $1,217,883.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 9,726 shares
    Change vs previous 13F +174 shares

    0.03% of the 13F portfolio, value $1,108,083.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 9,552 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,255,610.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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