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INDEPENDENT FINANCIAL GROUP, LLC: PSX position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 10,315 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,315 shares
    Change vs previous 13F +34 shares

    0.05% of the 13F portfolio, value $2,633,639.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,281 shares
    Change vs previous 13F -473 shares

    0.03% of the 13F portfolio, value $1,738,048.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 10,754 shares
    Change vs previous 13F -1,014 shares

    0.04% of the 13F portfolio, value $1,959,164.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,768 shares
    Change vs previous 13F -666 shares

    0.03% of the 13F portfolio, value $1,518,543.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 12,434 shares
    Change vs previous 13F +164 shares

    0.04% of the 13F portfolio, value $1,691,273.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,270 shares
    Change vs previous 13F +1,706 shares

    0.04% of the 13F portfolio, value $1,463,811.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,564 shares
    Change vs previous 13F +897 shares

    0.04% of the 13F portfolio, value $1,304,442.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,667 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,101,361.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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