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SAM Advisors, LLC: PSX position timeline

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

SAM Advisors, LLC held 4,136 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,136 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $699,191.

    13F-HR 0001600944-26-000005 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $753,497.

    13F-HR 0001600944-26-000002 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $533,710.

    13F-HR 0001600944-26-000001 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $562,579.

    13F-HR 0001420506-25-002936 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $493,425.

    13F-HR 0001420506-25-001601 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $510,713.

    13F-HR 0001420506-25-000905 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $470,884.

    13F-HR 0001420506-25-000108 filed by SAM Advisors, 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 4,136 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $543,677.

    13F-HR 0001420506-24-002232 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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