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Disclosery

TORTOISE CAPITAL ADVISORS, L.L.C.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TORTOISE CAPITAL ADVISORS, L.L.C. on PSX, newest first. How the timeline and the estimate are built.

TORTOISE CAPITAL ADVISORS, L.L.C. held 79,224 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,224 shares
    Change vs previous 13F -1,519 shares

    0.14% of the 13F portfolio, value $13,392,817.

    13F-HR 0001280965-26-000003 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 80,743 shares
    Change vs previous 13F -28,841 shares

    0.15% of the 13F portfolio, value $14,709,760.

    13F-HR 0001280965-26-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 109,584 shares
    Change vs previous 13F -6,119 shares

    0.18% of the 13F portfolio, value $14,140,719.

    13F-HR 0001280965-26-000001 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 115,703 shares
    Change vs previous 13F -3,467 shares

    0.2% of the 13F portfolio, value $15,737,922.

    13F-HR 0001280965-25-000007 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 119,170 shares
    Change vs previous 13F -5,449 shares

    0.19% of the 13F portfolio, value $14,216,981.

    13F-HR 0001280965-25-000005 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 124,619 shares
    Change vs previous 13F +57,366 shares

    0.19% of the 13F portfolio, value $15,387,954.

    13F-HR 0001280965-25-000004 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 67,253 shares
    Change vs previous 13F -4,030 shares

    0.1% of the 13F portfolio, value $7,662,134.

    13F-HR 0001280965-25-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 71,283 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,370,150.

    13F-HR 0001280965-24-000060 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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