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Disclosery

Carnegie Investment Counsel: PSX position timeline

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

Carnegie Investment Counsel held 29,270 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,270 shares
    Change vs previous 13F -870 shares

    0.1% of the 13F portfolio, value $4,948,094.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 30,140 shares
    Change vs previous 13F -134 shares

    0.11% of the 13F portfolio, value $5,490,905.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 30,274 shares
    Change vs previous 13F -553 shares

    0.07% of the 13F portfolio, value $3,906,557.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 30,827 shares
    Change vs previous 13F +3,649 shares

    0.08% of the 13F portfolio, value $4,193,089.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 27,178 shares
    Change vs previous 13F +1,118 shares

    0.07% of the 13F portfolio, value $3,242,335.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 26,060 shares
    Change vs previous 13F +4,686 shares

    0.06% of the 13F portfolio, value $2,531,360.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 21,374 shares
    Change vs previous 13F -1,414 shares

    0.07% of the 13F portfolio, value $2,435,140.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 22,788 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,995,483.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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