Skip to content
Disclosery

PERRYMAN FINANCIAL ADVISORY INC /AD: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PERRYMAN FINANCIAL ADVISORY INC /AD on PSX, newest first. How the timeline and the estimate are built.

PERRYMAN FINANCIAL ADVISORY INC /AD held 6,891 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,891 shares
    Change vs previous 13F -52 shares

    0.16% of the 13F portfolio, value $1,164,981.

    13F-HR 0001214659-26-008887 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    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/A 6,943 shares
    Change vs previous 13F -247 shares

    0.19% of the 13F portfolio, value $1,264,891.

    13F-HR/A 0001214659-26-005219 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    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 7,190 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $927,773.

    13F-HR 0001214659-26-001667 filed by PERRYMAN FINANCIAL ADVISORY INC /AD
    Filed (acceptance time not in the bulk data set), ingested

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