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Disclosery

Avalon Investment & Advisory: PSX position timeline

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

Avalon Investment & Advisory held 482,214 PSX shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 482,214 shares
    Change vs previous 13F -21,202 shares

    1.34% of the 13F portfolio, value $48,886,834.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 503,416 shares
    Change vs previous 13F -6,917 shares

    1.49% of the 13F portfolio, value $52,396,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 510,333 shares
    Change vs previous 13F -13,782 shares

    1.28% of the 13F portfolio, value $41,194,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 524,115 shares
    Change vs previous 13F +3,772 shares

    1.21% of the 13F portfolio, value $42,972,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 520,343 shares
    Change vs previous 13F +9,261 shares

    1.09% of the 13F portfolio, value $44,952,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 511,082 shares
    Change vs previous 13F -38,056 shares

    0.91% of the 13F portfolio, value $37,033,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 549,138 shares
    Change vs previous 13F -4,839 shares

    0.89% of the 13F portfolio, value $38,456,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 553,977 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $47,542,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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