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Disclosery

XML Financial, LLC: PSX position timeline

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

XML Financial, LLC held 13,825 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,825 shares
    Change vs previous 13F -1,575 shares

    0.17% of the 13F portfolio, value $2,337,047.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 15,400 shares
    Change vs previous 13F -883 shares

    0.23% of the 13F portfolio, value $2,805,498.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 16,283 shares
    Change vs previous 13F -1,158 shares

    0.17% of the 13F portfolio, value $2,101,170.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 17,441 shares
    Change vs previous 13F -100 shares

    0.19% of the 13F portfolio, value $2,372,269.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 17,541 shares
    Change vs previous 13F +85 shares

    0.18% of the 13F portfolio, value $2,092,593.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 17,456 shares
    Change vs previous 13F -47 shares

    0.2% of the 13F portfolio, value $2,155,417.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 17,503 shares
    Change vs previous 13F -336 shares

    0.18% of the 13F portfolio, value $1,994,162.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 17,839 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,344,950.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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