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RAYMOND JAMES FINANCIAL INC: PSX position timeline

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

RAYMOND JAMES FINANCIAL INC held 1,385,609 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 1,385,609 shares
    Change vs previous 13F -6,558 shares

    0.06% of the 13F portfolio, value $234,237,201.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    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 1,392,167 shares
    Change vs previous 13F -116,450 shares

    0.08% of the 13F portfolio, value $253,628,492.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    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 1,508,617 shares
    Change vs previous 13F -26,213 shares

    0.06% of the 13F portfolio, value $194,671,937.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    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 1,534,830 shares
    Change vs previous 13F +28,917 shares

    0.07% of the 13F portfolio, value $208,768,040.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    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 1,505,913 shares
    Change vs previous 13F -14,869 shares

    0.06% of the 13F portfolio, value $179,655,370.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    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 1,520,782 shares
    Change vs previous 13F +39,259 shares

    0.07% of the 13F portfolio, value $187,786,193.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    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/A 1,481,523 shares
    Change vs previous 13F +669,346 shares

    0.06% of the 13F portfolio, value $168,789,937.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    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 812,177 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $106,760,742.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 104,928 shares
    • Raymond James Financial Services Advisors, Inc.: 707,249 shares

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