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Marathon Strategic Advisors, LLC: PSX position timeline

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

Marathon Strategic Advisors, LLC held 4,059 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,059 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $686,174.

    13F-HR 0002021711-26-000003 filed by Marathon Strategic Advisors, 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 4,059 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $739,469.

    13F-HR 0002021711-26-000002 filed by Marathon Strategic Advisors, 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 4,059 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $523,774.

    13F-HR 0002021711-26-000001 filed by Marathon Strategic Advisors, 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 4,059 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $552,106.

    13F-HR 0002021711-25-000006 filed by Marathon Strategic Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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