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Disclosery

IEQ CAPITAL, LLC: PSX position timeline

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

IEQ CAPITAL, LLC held 262,569 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,569 shares
    Change vs previous 13F -15,039 shares

    0.2% of the 13F portfolio, value $44,387,282.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 277,608 shares
    Change vs previous 13F +13,348 shares

    0.23% of the 13F portfolio, value $50,574,542.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 264,260 shares
    Change vs previous 13F +77,273 shares

    0.1% of the 13F portfolio, value $34,100,108.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 186,987 shares
    Change vs previous 13F +130,738 shares

    0.08% of the 13F portfolio, value $25,433,909.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 56,249 shares
    Change vs previous 13F +13,311 shares

    0.04% of the 13F portfolio, value $6,710,527.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 42,938 shares
    Change vs previous 13F +18,939 shares

    0.04% of the 13F portfolio, value $5,301,927.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 23,999 shares
    Change vs previous 13F +9,124 shares

    0.03% of the 13F portfolio, value $2,734,160.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 14,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,955,388.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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