Janney Montgomery Scott LLC: PSX position timeline

Janney Montgomery Scott LLC held 234,191 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 234,191 shares

   Change vs previous 13F +4,441 shares

   0.08% of the 13F portfolio, value $39,590,000.

   13F-HR 0001329948-26-000006 filed by Janney Montgomery Scott LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 229,750 shares

   Change vs previous 13F +7,688 shares

   0.1% of the 13F portfolio, value $41,856,000.

   13F-HR 0001329948-26-000004 filed by Janney Montgomery Scott LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 222,062 shares

   Change vs previous 13F +2,871 shares

   0.07% of the 13F portfolio, value $28,655,000.

   13F-HR 0001329948-26-000001 filed by Janney Montgomery Scott LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 219,191 shares

   Change vs previous 13F +1,110 shares

   0.07% of the 13F portfolio, value $29,814,000.

   13F-HR 0001329948-25-000015 filed by Janney Montgomery Scott LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 218,081 shares

   Change vs previous 13F +3,897 shares

   0.07% of the 13F portfolio, value $26,017,000.

   13F-HR 0001329948-25-000008 filed by Janney Montgomery Scott LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 214,184 shares

   Change vs previous 13F -2,441 shares

   0.07% of the 13F portfolio, value $26,447,000.

   13F-HR 0001329948-25-000004 filed by Janney Montgomery Scott LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 216,625 shares

   Change vs previous 13F +772 shares

   0.07% of the 13F portfolio, value $24,680,000.

   13F-HR 0001329948-25-000001 filed by Janney Montgomery Scott LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 215,853 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $28,374,000.

   13F-HR 0001329948-24-000023 filed by Janney Montgomery Scott LLC
   Filed 2024-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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