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Old Port Advisors: PSX position timeline

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

Old Port Advisors held 2,063 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,063 shares
    Change vs previous 13F +22 shares

    0.07% of the 13F portfolio, value $348,750.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 2,041 shares
    Change vs previous 13F +82 shares

    0.09% of the 13F portfolio, value $371,829.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 1,959 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $252,789.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 1,949 shares
    Change vs previous 13F +71 shares

    0.07% of the 13F portfolio, value $265,103.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 1,878 shares
    Change vs previous 13F +80 shares

    0.06% of the 13F portfolio, value $224,045.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 1,798 shares
    Change vs previous 13F -55 shares

    0.07% of the 13F portfolio, value $222,017.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    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 1,853 shares
    Change vs previous 13F +239 shares

    0.06% of the 13F portfolio, value $211,112.

    13F-HR 0001744348-25-000001 filed by Old Port Advisors
    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 1,614 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $212,160.

    13F-HR 0001744348-24-000004 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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