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Bryn Mawr Trust Advisors, LLC: PSX position timeline

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

Bryn Mawr Trust Advisors, LLC held 70,057 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,057 shares
    Change vs previous 13F -643 shares

    0.52% of the 13F portfolio, value $11,843,220.

    13F-HR 0001085146-26-000552 filed by Bryn Mawr Trust Advisors, 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 70,700 shares
    Change vs previous 13F -3,301 shares

    0.62% of the 13F portfolio, value $12,880,148.

    13F-HR 0001085146-26-000380 filed by Bryn Mawr Trust Advisors, 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 74,001 shares
    Change vs previous 13F +598 shares

    0.46% of the 13F portfolio, value $9,549,122.

    13F-HR 0001085146-26-000145 filed by Bryn Mawr Trust Advisors, 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 73,403 shares
    Change vs previous 13F -723 shares

    0.5% of the 13F portfolio, value $9,984,222.

    13F-HR 0001700481-25-000005 filed by Bryn Mawr Trust Advisors, 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 74,126 shares
    Change vs previous 13F +139 shares

    0.48% of the 13F portfolio, value $8,843,206.

    13F-HR 0001085146-25-004586 filed by Bryn Mawr Trust Advisors, 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 73,987 shares
    Change vs previous 13F -3,727 shares

    0.55% of the 13F portfolio, value $9,135,927.

    13F-HR 0001085146-25-002560 filed by Bryn Mawr Trust Advisors, 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/A 77,714 shares
    Change vs previous 13F -1,280 shares

    0.48% of the 13F portfolio, value $8,853,968.

    13F-HR/A 0001085146-25-000795 filed by Bryn Mawr Trust Advisors, 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 78,994 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $10,383,775.

    13F-HR 0001085146-24-005137 filed by Bryn Mawr Trust Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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