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Disclosery

RFG Advisory, LLC: PSX position timeline

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

RFG Advisory, LLC held 7,609 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,609 shares
    Change vs previous 13F -7,381 shares

    0.02% of the 13F portfolio, value $1,286,220.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 14,990 shares
    Change vs previous 13F -649 shares

    0.05% of the 13F portfolio, value $2,730,926.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 15,639 shares
    Change vs previous 13F +2,676 shares

    0.04% of the 13F portfolio, value $2,018,074.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 12,963 shares
    Change vs previous 13F +5,933 shares

    0.04% of the 13F portfolio, value $1,763,248.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 7,030 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $838,698.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 7,003 shares
    Change vs previous 13F -359 shares

    0.02% of the 13F portfolio, value $864,785.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 7,362 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $838,747.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 6,739 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $885,863.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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