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JONES FINANCIAL COMPANIES LLLP: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JONES FINANCIAL COMPANIES LLLP on PSX, newest first. How the timeline and the estimate are built.

JONES FINANCIAL COMPANIES LLLP held 109,245 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 109,245 shares
    Change vs previous 13F +14,251 shares

    0.01% of the 13F portfolio, value $18,742,214.

    13F-HR 0001193125-26-351494 filed by JONES FINANCIAL COMPANIES LLLP
    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 94,994 shares
    Change vs previous 13F +17,429 shares

    0.01% of the 13F portfolio, value $17,862,940.

    13F-HR 0001193125-26-225579 filed by JONES FINANCIAL COMPANIES LLLP
    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 77,565 shares
    Change vs previous 13F +9,969 shares

    0.01% of the 13F portfolio, value $10,008,935.

    13F-HR 0001193125-26-053658 filed by JONES FINANCIAL COMPANIES LLLP
    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 67,596 shares
    Change vs previous 13F +11,158 shares

    0.01% of the 13F portfolio, value $9,414,360.

    13F-HR 0001193125-25-264057 filed by JONES FINANCIAL COMPANIES LLLP
    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 56,438 shares
    Change vs previous 13F +12,078 shares

    0.01% of the 13F portfolio, value $6,730,353.

    13F-HR 0000950123-25-007781 filed by JONES FINANCIAL COMPANIES LLLP
    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/A 44,360 shares
    Change vs previous 13F +10,057 shares

    <0.01% of the 13F portfolio, value $5,407,836.

    13F-HR/A 0000950123-25-005907 filed by JONES FINANCIAL COMPANIES LLLP
    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 34,303 shares
    Change vs previous 13F +9,959 shares

    <0.01% of the 13F portfolio, value $3,908,113.

    13F-HR 0000950123-25-000990 filed by JONES FINANCIAL COMPANIES LLLP
    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 24,344 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,191,782.

    13F-HR 0000950123-24-010967 filed by JONES FINANCIAL COMPANIES LLLP
    Filed (acceptance time not in the bulk data set), ingested

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