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Steward Partners Investment Advisory, LLC: PSX position timeline

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

Steward Partners Investment Advisory, LLC held 171,711 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 171,711 shares
    Change vs previous 13F +32,065 shares

    0.15% of the 13F portfolio, value $29,027,728.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 139,646 shares
    Change vs previous 13F +30,562 shares

    0.13% of the 13F portfolio, value $25,440,724.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 109,084 shares
    Change vs previous 13F +3,210 shares

    0.08% of the 13F portfolio, value $14,076,166.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 105,874 shares
    Change vs previous 13F -2,301 shares

    0.08% of the 13F portfolio, value $14,400,994.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 108,175 shares
    Change vs previous 13F +699 shares

    0.1% of the 13F portfolio, value $12,905,236.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 107,476 shares
    Change vs previous 13F +1,572 shares

    0.12% of the 13F portfolio, value $13,271,159.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 105,904 shares
    Change vs previous 13F -19,264 shares

    0.11% of the 13F portfolio, value $12,065,654.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 125,168 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,453,303.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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