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Alley Investment Management Company, LLC: PSX position timeline

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

Alley Investment Management Company, LLC held 39,713 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,713 shares
    Change vs previous 13F -1,934 shares

    0.78% of the 13F portfolio, value $6,713,483.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 41,647 shares
    Change vs previous 13F -544 shares

    0.92% of the 13F portfolio, value $7,587,250.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 42,191 shares
    Change vs previous 13F -325 shares

    0.64% of the 13F portfolio, value $5,444,327.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 42,516 shares
    Change vs previous 13F -14,802 shares

    0.67% of the 13F portfolio, value $5,783,026.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 57,318 shares
    Change vs previous 13F +787 shares

    0.83% of the 13F portfolio, value $6,838,037.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 56,531 shares
    Change vs previous 13F +555 shares

    0.88% of the 13F portfolio, value $6,980,448.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 55,976 shares
    Change vs previous 13F +3,083 shares

    0.81% of the 13F portfolio, value $6,377,346.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 52,893 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,952,785.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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