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Disclosery

Richard C. Young & CO., LTD.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on PSX, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 109,824 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,824 shares
    Change vs previous 13F +1,630 shares

    1.37% of the 13F portfolio, value $18,565,754.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 108,194 shares
    Change vs previous 13F +14,537 shares

    1.65% of the 13F portfolio, value $19,910,711.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 93,657 shares
    Change vs previous 13F -1,881 shares

    1.08% of the 13F portfolio, value $12,085,513.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    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 95,538 shares
    Change vs previous 13F -2,710 shares

    1.21% of the 13F portfolio, value $12,995,120.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    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 98,248 shares
    Change vs previous 13F +170 shares

    1.16% of the 13F portfolio, value $11,720,976.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    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 98,078 shares
    Change vs previous 13F -5,639 shares

    1.3% of the 13F portfolio, value $12,110,696.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    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 103,717 shares
    Change vs previous 13F -5,665 shares

    1.29% of the 13F portfolio, value $11,816,451.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    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 109,382 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $14,378,219.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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