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Disclosery

Boreal Capital Management LLC: PSX position timeline

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

Boreal Capital Management LLC held 300 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 300 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $50,715.

    13F-HR 0002080094-26-000006 filed by Boreal 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 300 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $54,654.

    13F-HR 0002080094-26-000005 filed by Boreal 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 300 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $38,712.

    13F-HR 0002080094-26-000004 filed by Boreal 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 300 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $40,806.

    13F-HR 0002080094-26-000003 filed by Boreal 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 300 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $35,790.

    13F-HR 0002080094-25-000001 filed by Boreal Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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