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Altrius Capital Management Inc: PSX position timeline

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

Altrius Capital Management Inc held 38,879 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,879 shares
    Change vs previous 13F -465 shares

    1.25% of the 13F portfolio, value $6,572,506.

    13F-HR 0001940646-26-000007 filed by Altrius Capital Management 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 39,344 shares
    Change vs previous 13F -663 shares

    1.43% of the 13F portfolio, value $7,167,862.

    13F-HR 0001940646-26-000004 filed by Altrius Capital Management 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 40,007 shares
    Change vs previous 13F -334 shares

    1.09% of the 13F portfolio, value $5,162,570.

    13F-HR 0001940646-26-000001 filed by Altrius Capital Management 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 40,341 shares
    Change vs previous 13F +772 shares

    1.25% of the 13F portfolio, value $5,487,235.

    13F-HR 0001940646-25-000010 filed by Altrius Capital Management 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 39,569 shares
    Change vs previous 13F +3,714 shares

    1.1% of the 13F portfolio, value $4,720,650.

    13F-HR 0001940646-25-000008 filed by Altrius Capital Management 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 35,855 shares
    Change vs previous 13F +1,409 shares

    1.08% of the 13F portfolio, value $4,427,438.

    13F-HR 0001940646-25-000007 filed by Altrius Capital Management 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 34,446 shares
    Change vs previous 13F +1,881 shares

    1.05% of the 13F portfolio, value $3,924,515.

    13F-HR 0001940646-25-000002 filed by Altrius Capital Management 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 32,565 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $4,280,754.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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