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CCM INVESTMENT ADVISERS LLC: PSX position timeline

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

CCM INVESTMENT ADVISERS LLC held 23,702 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,702 shares
    Change vs previous 13F -28,475 shares

    0.31% of the 13F portfolio, value $4,006,823.

    13F-HR 0000931097-26-000004 filed by CCM INVESTMENT ADVISERS 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 52,177 shares
    Change vs previous 13F -42,397 shares

    0.91% of the 13F portfolio, value $9,505,642.

    13F-HR 0000931097-26-000003 filed by CCM INVESTMENT ADVISERS 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 94,574 shares
    Change vs previous 13F +489 shares

    1.17% of the 13F portfolio, value $12,203,957.

    13F-HR 0000931097-26-000001 filed by CCM INVESTMENT ADVISERS 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 94,085 shares
    Change vs previous 13F +3,991 shares

    1.26% of the 13F portfolio, value $12,797,481.

    13F-HR 0000931097-25-000009 filed by CCM INVESTMENT ADVISERS 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 90,094 shares
    Change vs previous 13F +1,861 shares

    1.16% of the 13F portfolio, value $10,748,283.

    13F-HR 0000931097-25-000004 filed by CCM INVESTMENT ADVISERS 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 88,233 shares
    Change vs previous 13F -5,548 shares

    1.34% of the 13F portfolio, value $10,895,126.

    13F-HR 0000931097-25-000003 filed by CCM INVESTMENT ADVISERS 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 93,781 shares
    Change vs previous 13F -11,369 shares

    1.18% of the 13F portfolio, value $10,684,543.

    13F-HR 0000931097-25-000001 filed by CCM INVESTMENT ADVISERS 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 105,150 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $13,822,075.

    13F-HR 0000931097-24-000008 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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