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Disclosery

Sowell Financial Services LLC: PSX position timeline

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

Sowell Financial Services LLC held 19,421 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 19,421 shares
    Change vs previous 13F +8,768 shares

    0.11% of the 13F portfolio, value $3,283,053.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 10,653 shares
    Change vs previous 13F -608 shares

    0.07% of the 13F portfolio, value $1,940,753.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 11,261 shares
    Change vs previous 13F +156 shares

    0.05% of the 13F portfolio, value $1,453,146.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 11,105 shares
    Change vs previous 13F -1,069 shares

    0.06% of the 13F portfolio, value $1,510,470.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 12,174 shares
    Change vs previous 13F -218 shares

    0.06% of the 13F portfolio, value $1,452,333.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 12,392 shares
    Change vs previous 13F +619 shares

    0.07% of the 13F portfolio, value $1,530,213.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 11,773 shares
    Change vs previous 13F -51,821 shares

    0.07% of the 13F portfolio, value $1,341,266.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 63,594 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $8,359,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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