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COBBLESTONE CAPITAL ADVISORS LLC /NY/: PSX position timeline

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

COBBLESTONE CAPITAL ADVISORS LLC /NY/ held 16,926 PSX shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,926 shares
    Change vs previous 13F +75 shares

    0.11% of the 13F portfolio, value $2,302,241.

    13F-HR 0001033505-25-000018 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,851 shares
    Change vs previous 13F +86 shares

    0.1% of the 13F portfolio, value $2,010,382.

    13F-HR 0001033505-25-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,765 shares
    Change vs previous 13F -560 shares

    0.11% of the 13F portfolio, value $2,070,167.

    13F-HR 0001033505-25-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 17,325 shares
    Change vs previous 13F -223 shares

    0.11% of the 13F portfolio, value $1,973,830.

    13F-HR 0001033505-25-000001 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 17,548 shares
    Change vs previous 13F +89 shares

    0.13% of the 13F portfolio, value $2,306,647.

    13F-HR 0001033505-24-000007 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,459 shares
    Change vs previous 13F -1,631 shares

    0.15% of the 13F portfolio, value $2,464,757.

    13F-HR 0001033505-24-000004 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 19,090 shares
    Change vs previous 13F +1,345 shares

    0.2% of the 13F portfolio, value $3,118,210.

    13F-HR 0001033505-24-000003 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,745 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,362,584.

    13F-HR 0001033505-24-000002 filed by COBBLESTONE CAPITAL ADVISORS LLC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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