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Disclosery

Athena Investment Management: PSX position timeline

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

Athena Investment Management held 1,698 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,698 shares
    Change vs previous 13F -1,007 shares

    0.17% of the 13F portfolio, value $287,047.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 2,705 shares
    Change vs previous 13F -456 shares

    0.26% of the 13F portfolio, value $492,797.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 3,161 shares
    Change vs previous 13F -53 shares

    0.21% of the 13F portfolio, value $407,895.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 3,214 shares
    Change vs previous 13F -35 shares

    0.23% of the 13F portfolio, value $437,168.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 3,249 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $387,606.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 3,249 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $401,187.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 3,249 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $370,159.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 3,249 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $427,081.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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