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ALTA CAPITAL MANAGEMENT LLC/: PSX position timeline

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

ALTA CAPITAL MANAGEMENT LLC/ held 6,020 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 6,020 shares
    Change vs previous 13F -484 shares

    0.08% of the 13F portfolio, value $1,017,715.

    13F-HR 0001398344-26-012834 filed by ALTA CAPITAL MANAGEMENT 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 6,504 shares
    Change vs previous 13F -727 shares

    0.09% of the 13F portfolio, value $1,185,064.

    13F-HR 0001093589-26-000004 filed by ALTA CAPITAL MANAGEMENT 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 7,231 shares
    Change vs previous 13F -3,170 shares

    0.06% of the 13F portfolio, value $933,207.

    13F-HR 0001093589-26-000002 filed by ALTA CAPITAL MANAGEMENT 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 10,401 shares
    Change vs previous 13F -163 shares

    0.08% of the 13F portfolio, value $1,414,834.

    13F-HR 0001093589-25-000012 filed by ALTA CAPITAL MANAGEMENT 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 10,564 shares
    Change vs previous 13F +852 shares

    0.07% of the 13F portfolio, value $1,260,399.

    13F-HR 0001093589-25-000008 filed by ALTA CAPITAL MANAGEMENT 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 9,712 shares
    Change vs previous 13F +30 shares

    0.08% of the 13F portfolio, value $1,199,263.

    13F-HR 0001093589-25-000004 filed by ALTA CAPITAL MANAGEMENT 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 9,682 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $1,103,170.

    13F-HR 0001093589-25-000001 filed by ALTA CAPITAL MANAGEMENT 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 9,656 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,269,385.

    13F-HR 0001093589-24-000006 filed by ALTA CAPITAL MANAGEMENT LLC/
    Filed (acceptance time not in the bulk data set), ingested

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