Steward Financial Group LLC: PSX position timeline

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

Steward Financial Group LLC held 1,235 PSX shares at 2023-09-30 per its 13F-HR filed 2023-10-23.

the latest 13F is the newest step

period ended2023-09-30
13F 1,235 shares
Change vs previous 13F -14 shares
0.05% of the 13F portfolio, value $148,000.
13F-HR 0001725888-23-000012 filed by Steward Financial Group LLC
Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 1,249 shares
Change vs previous 13F +1,249 shares
0.04% of the 13F portfolio, value $119,000.
13F-HR 0001725888-23-000005 filed by Steward Financial Group LLC
Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 0 shares
Change vs previous 13F -1,240 shares
13F-HR 0001906349-22-000006 filed by Steward Financial Group LLC
Filed 2022-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-06-30
13F 1,240 shares
Change vs previous 13F +115 shares
0.08% of the 13F portfolio, value $101,000.
13F-HR 0001838234-22-000009 filed by Steward Financial Group LLC
Filed 2022-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 1,125 shares
Change vs previous 13F -2 shares
0.09% of the 13F portfolio, value $97,000.
13F-HR 0001906349-22-000002 filed by Steward Financial Group LLC
Filed 2022-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 1,127 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $81,000.
13F-HR 0001906349-22-000001 filed by Steward Financial Group LLC
Filed 2022-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).