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Disclosery

Cercano Management LLC: PSX position timeline

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

Cercano Management LLC held 9,396 PSX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 9,396 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,588,394.

    13F-HR/A 0001062993-26-004352 filed by Cercano Management 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 9,396 shares
    Change vs previous 13F -1,126 shares

    0.07% of the 13F portfolio, value $1,711,763.

    13F-HR 0001062993-26-002563 filed by Cercano 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 ended2025-12-31
    13F 10,522 shares
    Change vs previous 13F +10,522 shares

    0.05% of the 13F portfolio, value $1,357,759.

    13F-HR 0001062993-26-000745 filed by Cercano 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -16,290 shares

    13F-HR 0001062993-25-013989 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 16,290 shares
    Change vs previous 13F -22,669 shares

    0.06% of the 13F portfolio, value $2,011,489.

    13F-HR 0001936416-25-000006 filed by Cercano 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 ended2024-12-31
    13F 38,959 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,438,599.

    13F-HR 0001936416-25-000004 filed by Cercano Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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