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Rafferty Asset Management, LLC: PSX position timeline

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

Rafferty Asset Management, LLC held 96,951 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,951 shares
    Change vs previous 13F -22,221 shares

    0.04% of the 13F portfolio, value $16,389,567.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 119,172 shares
    Change vs previous 13F +7,756 shares

    0.09% of the 13F portfolio, value $21,710,755.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 111,416 shares
    Change vs previous 13F -7,845 shares

    0.05% of the 13F portfolio, value $14,377,121.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 119,261 shares
    Change vs previous 13F -9,053 shares

    0.05% of the 13F portfolio, value $16,221,881.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 128,314 shares
    Change vs previous 13F +5,272 shares

    0.05% of the 13F portfolio, value $15,307,860.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 123,042 shares
    Change vs previous 13F -23,794 shares

    0.06% of the 13F portfolio, value $15,193,226.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 146,836 shares
    Change vs previous 13F +895 shares

    0.06% of the 13F portfolio, value $16,729,025.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 145,941 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $19,183,944.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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