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Disclosery

SIGNATUREFD, LLC: PSX position timeline

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

SIGNATUREFD, LLC held 9,368 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,368 shares
    Change vs previous 13F +428 shares

    0.02% of the 13F portfolio, value $1,583,665.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 8,940 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $1,628,630.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 8,898 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $1,148,155.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 8,709 shares
    Change vs previous 13F +82 shares

    0.02% of the 13F portfolio, value $1,184,568.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 8,627 shares
    Change vs previous 13F -1,487 shares

    0.02% of the 13F portfolio, value $1,029,163.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 10,114 shares
    Change vs previous 13F +525 shares

    0.02% of the 13F portfolio, value $1,248,826.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 9,589 shares
    Change vs previous 13F -66 shares

    0.02% of the 13F portfolio, value $1,092,468.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 9,655 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,269,152.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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