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Disclosery

Royal Fund Management, LLC: PSX position timeline

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

Royal Fund Management, LLC held 48,623 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,623 shares
    Change vs previous 13F +2,311 shares

    0.69% of the 13F portfolio, value $8,219,725.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 46,312 shares
    Change vs previous 13F -7,589 shares

    0.81% of the 13F portfolio, value $8,439,258.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 53,901 shares
    Change vs previous 13F +9,214 shares

    0.64% of the 13F portfolio, value $6,957,667.

    13F-HR 0001172661-26-000197 filed by Royal Fund 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 44,687 shares
    Change vs previous 13F -4,830 shares

    0.73% of the 13F portfolio, value $6,081,897.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 49,517 shares
    Change vs previous 13F +2,531 shares

    0.63% of the 13F portfolio, value $5,910,277.

    13F-HR 0001172661-25-003168 filed by Royal Fund 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 46,986 shares
    Change vs previous 13F -3,395 shares

    0.7% of the 13F portfolio, value $5,854,859.

    13F-HR 0001172661-25-001875 filed by Royal Fund 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 50,381 shares
    Change vs previous 13F -57,139 shares

    0.63% of the 13F portfolio, value $5,785,438.

    13F-HR 0001172661-25-000229 filed by Royal Fund 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 107,520 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $14,243,288.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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