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NFJ INVESTMENT GROUP, LLC: PSX position timeline

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

NFJ INVESTMENT GROUP, LLC held 189,084 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,084 shares
    Change vs previous 13F +2,520 shares

    1.08% of the 13F portfolio, value $31,964,650.

    13F-HR 0001862664-26-000006 filed by NFJ INVESTMENT GROUP, 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 186,564 shares
    Change vs previous 13F +123,990 shares

    1.29% of the 13F portfolio, value $33,988,230.

    13F-HR 0001862664-26-000004 filed by NFJ INVESTMENT 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 ended2025-12-31
    13F 62,574 shares
    Change vs previous 13F +48,947 shares

    0.29% of the 13F portfolio, value $8,074,549.

    13F-HR 0001862664-26-000002 filed by NFJ INVESTMENT 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 ended2025-09-30
    13F 13,627 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $1,853,544.

    13F-HR 0001628280-25-052136 filed by NFJ INVESTMENT 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 ended2025-06-30
    13F 13,763 shares
    Change vs previous 13F -140 shares

    0.06% of the 13F portfolio, value $1,641,926.

    13F-HR 0001862664-25-000001 filed by NFJ INVESTMENT 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 ended2025-03-31
    13F 13,903 shares
    Change vs previous 13F -654 shares

    0.06% of the 13F portfolio, value $1,716,743.

    13F-HR 0000019481-25-000012 filed by NFJ INVESTMENT 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 ended2024-12-31
    13F 14,557 shares
    Change vs previous 13F -145 shares

    0.05% of the 13F portfolio, value $1,658,479.

    13F-HR 0001319111-25-000003 filed by NFJ INVESTMENT 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 ended2024-09-30
    13F 14,702 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,932,578.

    13F-HR 0001862664-24-000004 filed by NFJ INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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