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Kestra Advisory Services, LLC: PSX position timeline

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

Kestra Advisory Services, LLC held 212,124 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 212,124 shares
    Change vs previous 13F +5,483 shares

    0.09% of the 13F portfolio, value $35,859,583.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 116,104 shares
    • Kestra Advisory Services, LLC: 96,020 shares
    • Kestra Investment Management, LLC: 0 shares

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

  2. period ended2026-03-31
    13F 206,641 shares
    Change vs previous 13F +1,510 shares

    0.09% of the 13F portfolio, value $37,645,910.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 118,118 shares
    • Kestra Advisory Services, LLC: 87,095 shares
    • Kestra Investment Management, LLC: 1,428 shares

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

  3. period ended2025-12-31
    13F 205,131 shares
    Change vs previous 13F -14,364 shares

    0.08% of the 13F portfolio, value $26,470,081.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 116,938 shares
    • Kestra Advisory Services, LLC: 88,193 shares

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

  4. period ended2025-09-30
    13F 219,495 shares
    Change vs previous 13F +38,254 shares

    0.1% of the 13F portfolio, value $29,855,676.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 107,788 shares
    • Kestra Advisory Services, LLC: 111,707 shares

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

  5. period ended2025-06-30
    13F/A 181,241 shares
    Change vs previous 13F +4,417 shares

    0.08% of the 13F portfolio, value $21,622,020.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 106,708 shares
    • Kestra Advisory Services, LLC: 74,533 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 176,824 shares
    Change vs previous 13F +740 shares

    0.07% of the 13F portfolio, value $21,834,229.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 99,616 shares
    • Kestra Advisory Services, LLC: 76,624 shares
    • Kestra Investment Management, LLC: 584 shares

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

  7. period ended2024-12-31
    13F 176,084 shares
    Change vs previous 13F +626 shares

    0.08% of the 13F portfolio, value $20,061,305.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 96,050 shares
    • Kestra Advisory Services, LLC: 79,987 shares
    • Kestra Investment Management, LLC: 47 shares

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

  8. period ended2024-09-30
    13F 175,458 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,063,897.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 89,343 shares
    • Kestra Advisory Services, LLC: 86,115 shares

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