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Catherine Avery Investment Management LLC: PSX position timeline

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

Catherine Avery Investment Management LLC held 9,924 PSX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,924 shares
    Change vs previous 13F -21,137 shares

    2.18% of the 13F portfolio, value $2,533,665.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 31,061 shares
    Change vs previous 13F +70 shares

    2.29% of the 13F portfolio, value $5,250,805.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment 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 ended2026-03-31
    13F 30,991 shares
    Change vs previous 13F +7,775 shares

    2.53% of the 13F portfolio, value $5,645,940.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment 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 ended2025-12-31
    13F 23,216 shares
    Change vs previous 13F +353 shares

    1.79% of the 13F portfolio, value $2,995,793.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment 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 ended2025-09-30
    13F 22,863 shares
    Change vs previous 13F +692 shares

    2% of the 13F portfolio, value $3,109,825.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,171 shares
    Change vs previous 13F +4,302 shares

    2.01% of the 13F portfolio, value $2,645,000.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,869 shares
    Change vs previous 13F +17,848 shares

    1.98% of the 13F portfolio, value $2,206,464.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F/A 21 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,393.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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