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Catalina Capital Group, LLC: PSX position timeline

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

Catalina Capital Group, LLC held 1,669 PSX shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,669 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $304,058.

    13F-HR 0002085853-26-000471 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,670 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $215,497.

    13F-HR 0002085853-26-000041 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,676 shares
    Change vs previous 13F -182 shares

    0.14% of the 13F portfolio, value $227,970.

    13F-HR 0002085853-25-000153 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,858 shares
    Change vs previous 13F +177 shares

    0.15% of the 13F portfolio, value $221,659.

    13F-HR 0001667731-25-000882 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,681 shares
    Change vs previous 13F -1,124 shares

    0.14% of the 13F portfolio, value $207,570.

    13F-HR 0001667731-25-000465 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,805 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $319,574.

    13F-HR 0001667731-25-000127 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,772 shares
    Change vs previous 13F -325 shares

    0.12% of the 13F portfolio, value $364,379.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,097 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $437,249.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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