Stegent Equity Advisors, Inc.: PSX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegent Equity Advisors, Inc. on PSX, newest first. How the timeline and the estimate are built.
Stegent Equity Advisors, Inc. held 7,453 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 7,453 sharesChange vs previous 13F -136 shares
1.51% of the 13F portfolio, value $1,902,825.
13F-HR 0001085146-26-000881 filed by Stegent Equity Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 7,589 sharesChange vs previous 13F -300 shares
0.92% of the 13F portfolio, value $1,282,920.
13F-HR 0001908976-26-000004 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,889 sharesChange vs previous 13F -268 shares
1.22% of the 13F portfolio, value $1,437,218.
13F-HR 0001908976-26-000002 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,157 sharesChange vs previous 13F 0 shares
0.82% of the 13F portfolio, value $1,052,579.
13F-HR 0001908976-26-000001 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,157 sharesChange vs previous 13F -28 shares
0.9% of the 13F portfolio, value $1,109,515.
13F-HR 0001908976-25-000003 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,185 sharesChange vs previous 13F 0 shares
0.86% of the 13F portfolio, value $976,471.
13F-HR 0001085146-25-004379 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,185 sharesChange vs previous 13F +2,553 shares
1.03% of the 13F portfolio, value $1,010,684.
13F-HR 0001085146-25-002513 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,632 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $641,654.
13F-HR 0001085146-25-000765 filed by Stegent Equity Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).