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Teamwork Financial Advisors, LLC: PSX position timeline

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

Teamwork Financial Advisors, LLC held 2,926 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,926 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $494,713.

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, 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 2,922 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $532,239.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 2,925 shares
    Change vs previous 13F +973 shares

    0.04% of the 13F portfolio, value $377,434.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 1,952 shares
    Change vs previous 13F -267 shares

    0.03% of the 13F portfolio, value $265,627.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 2,219 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $264,836.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 2,457 shares
    Change vs previous 13F -1,262 shares

    0.04% of the 13F portfolio, value $303,408.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 3,719 shares
    Change vs previous 13F -458 shares

    0.06% of the 13F portfolio, value $423,618.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, 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 4,177 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $549,091.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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