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Sonora Investment Management Group, LLC: PSX position timeline

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

Sonora Investment Management Group, LLC held 18,861 PSX shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 18,861 shares
    Change vs previous 13F -424 shares

    0.18% of the 13F portfolio, value $2,565,472.

    13F-HR 0001725547-25-004090 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 19,285 shares
    Change vs previous 13F -6,611 shares

    0.17% of the 13F portfolio, value $2,300,699.

    13F-HR 0001725547-25-003449 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 25,896 shares
    Change vs previous 13F -300 shares

    0.25% of the 13F portfolio, value $3,197,637.

    13F-HR 0001725547-25-001410 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 26,196 shares
    Change vs previous 13F +4,844 shares

    0.23% of the 13F portfolio, value $2,984,509.

    13F-HR 0001725547-25-000171 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 21,352 shares
    Change vs previous 13F +346 shares

    0.21% of the 13F portfolio, value $2,806,722.

    13F-HR 0001725547-24-005912 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,006 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $3,431,121.

    13F-HR 0001725547-24-003165 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 21,006 shares
    Change vs previous 13F -119 shares

    0.27% of the 13F portfolio, value $3,431,121.

    13F-HR 0001725547-24-002130 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 21,125 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,812,550.

    13F-HR 0001725547-24-000526 filed by Sonora Investment Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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