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IFP Advisors, Inc: PSX position timeline

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

IFP Advisors, Inc held 19,223 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,223 shares
    Change vs previous 13F -496 shares

    0.06% of the 13F portfolio, value $3,249,648.

    13F-HR 0001641866-26-000004 filed by IFP 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 19,719 shares
    Change vs previous 13F +10,038 shares

    0.07% of the 13F portfolio, value $3,592,407.

    13F-HR 0001641866-26-000003 filed by IFP 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 9,681 shares
    Change vs previous 13F +1,388 shares

    0.03% of the 13F portfolio, value $1,249,236.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 8,293 shares
    Change vs previous 13F +544 shares

    0.03% of the 13F portfolio, value $1,128,014.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 7,749 shares
    Change vs previous 13F -11,379 shares

    0.03% of the 13F portfolio, value $986,506.

    13F-HR 0001641866-25-000009 filed by IFP 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 19,128 shares
    Change vs previous 13F +11,910 shares

    0.07% of the 13F portfolio, value $2,362,031.

    13F-HR 0001641866-25-000006 filed by IFP 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 7,218 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $822,517.

    13F-HR 0001641866-25-000004 filed by IFP 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 7,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $943,954.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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