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Disclosery

CHARTER RESEARCH & INVESTMENT GROUP, INC.: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTER RESEARCH & INVESTMENT GROUP, INC. on PSX, newest first. How the timeline and the estimate are built.

CHARTER RESEARCH & INVESTMENT GROUP, INC. held 1,198 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,198 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $202,533.

    13F-HR 0001214659-26-010041 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    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 1,198 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $218,263.

    13F-HR 0001214659-26-005954 filed by CHARTER RESEARCH & INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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