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Disclosery

LPL Financial LLC: PSX position timeline

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

LPL Financial LLC held 876,262 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 876,262 shares
    Change vs previous 13F -11,535 shares

    0.03% of the 13F portfolio, value $148,132,087.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 887,797 shares
    Change vs previous 13F -6,646 shares

    0.04% of the 13F portfolio, value $161,738,841.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 894,443 shares
    Change vs previous 13F -371 shares

    0.03% of the 13F portfolio, value $115,418,886.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 894,814 shares
    Change vs previous 13F -2,427 shares

    0.04% of the 13F portfolio, value $121,712,596.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 897,241 shares
    Change vs previous 13F +35,469 shares

    0.04% of the 13F portfolio, value $107,040,835.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 861,772 shares
    Change vs previous 13F +127,288 shares

    0.04% of the 13F portfolio, value $106,411,596.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 734,484 shares
    Change vs previous 13F +67,993 shares

    0.03% of the 13F portfolio, value $83,679,751.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 666,491 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $87,610,299.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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